Business transformation

In Wealth and asset management

We can help you create bolder strategies, more efficient operations and stronger performance.

Wealth and asset management firms must continue to build their businesses, but serious challenges threaten that growth — including margin pressure, customer experience upgrades, compliance and globalization. Each is a priority, and all compete for resources.

Positioning for growth while reducing costs requires a structured approach that focuses on spending while delivering process efficiency.

We help you improve your front-, middle- and back-office functions. We can increase your efficiency and manage its overall impact on profitability by leveraging technology, data and digital teams across the value chain.

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The better the question The better the answer The better the world works
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Keeping a business transformation on track

We supported a wealth and asset management technology provider in delivering a successful transformation project.

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The better the question The better the answer The better the world works
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How can one engagement support two clients?

Helping to deliver a large-scale transformation project

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Practical solutions

Using our asset management industry knowledge to design a roadmap

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Two satisfied customers

Supporting technology providers to win business and deliver results

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Explore our case studies

Positioning a financial planning and pension provider for growth

We boosted an Australian company’s ability to grow by supporting its transition from a paper-based system to a digital one.

26 Jun 2018 Brenden Savage

A digital transformation powers innovation

A technology-driven business transformation has equipped a global investment manager to innovate and grow.

5 Sep 2018 John Flood

Read more stories

A winning strategy for profitable growth in Asia

Learn how we successfully maximized one company’s opportunities in the Asian market.

26 Apr 2019 Mark Wightman

Harnessing the power of AI to augment human investment decision-making

See how we helped an asset manager deploy new technologies to build agility and create competitive advantage.

29 Apr 2019 EY Global

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