Wealth Management
Empowering Wealth Management Firms to Win in the Data-First World
Bringing Domain, Data and AI, Operations and Engineering expertise together to drive Digital Transformation across the Wealth Management value chain
Evolving client demographics and the proliferation of advisor technology options necessitate a shift in strategy for Wealth Management firms to remain competitive. Industry must embrace digitization to cater to the expectations of a new generation of investors while delivering personalized experiences. Incedo works across the value chain to enable key shifts for the Wealth Management players: Advisor and Client Experience Modernization, Enabling Data as an Asset, Transforming operations, and Cloud Transformation.
Offerings and Solutions
Advisor Enablement and Client Servicing
Enabling Advisors through integrated experiences, Building Investor Portals, Automating manual processes in Client onboarding and Account Servicing
Data as an Asset
Working across the Data value chain from Data foundations, Data on cloud, BI Reporting across Practice Analytics, Client, Operations and Marketing Analytics, Leveraging AI to drive personalized Advisor and client Insights.
Operations Transformation
Transforming Wealth Management operations transformation to significant impact on efficiency and effectiveness of WM firms.
Integrated Risk & Compliance
Helping firms implement and Integrate solutions for Trade , Advisory, Regulatory compliance
Segments We Serve
Broker Dealers
Partnering with large broker dealers across Advisor Tech, Data Infrastructure and Analytics, Compliance, Risk, Operations and M&A Integrations
Turnkey Asset Manager Platform Providers
Helping TAMPs scale their Platforms and Operations to Acquire and Serve more advisors
Institutional & Retail Asset Managers
We empower Institutional and Retail Asset Managers to leverage technology and optimize operations to manage cost and gain efficiencies
RIAs
Helping RIAs build and manage their Advisor Tech Stack and using Technology to Scale their Manual Operations
Private Banks
Helping Private Banks and Asset Management groups in building Integrated Advisor and client Experiences and using Data to Integrate Wealth Management with other parts of the Banks
Capital Markets Infrastructure
Our solutions help improve risk management, capitalize on emerging market opportunities and drive growth.
Key Differentiators
We help WM Firms Win in a Data First World. Incedo’s expertise is built on our deep domain knowledge across WM Value Chain, proven Data & AI expertise for Fortune 500 clients and deep capabilities & tech Partnerships for accelerating Digital & Cloud Transformation:
Partnering with leading firms across the WM Value chain
Proven experience of Executing large programs for Advisor, Client, Compliance, Risk and Data solutions
Full stack on digital capabilities, especially with Data & AI focused differentiated solutions
10+ partnerships with leading platform providers
Domain Expertise and Thought Leadership
Impact
Client Success Stories
Data to Visualization Journey Transformation for a US Independent Broker Dealer
Journey Re-design for Integrated Experiences at a US WM Firm
Transforming Investment Data Operations for a Leading Alternatives Investment Firm
Insights
White Paper
The wealth management client experience lags behind other industries and its financial services peers such as Cards, Banks, and even Insurance.
Blog
Harness the Power of Data, AI and Cloud with Automated Decisioning Platform – Incedo LighthouseTM
White Paper
When the GDPR became a law in Europe, American companies not doing business in Europe heaved a sigh of relief that they did not have to comply with the stringent requirements laid out in the law.
Blog
Client Segmentation in Wealth Management
White Paper
As the race for top financial advisor talent heats up, Broker dealers are increasingly setting aside higher recruiting budgets to attract top financial advisors from their competitors.
White Paper
Increased Enforcement action of Reg BI and its impact on wealth manager’s Reg Tech