PUBLISHED DATE: 2023-02-07 01:16:18

Embrace new tech and deliver the personalized experiences that clients expect. Wealth and asset management is changing. With technology transforming the market and clients increasingly digitally aware, it’s the businesses that seize the opportunity with new digital tools, strategies and behaviors that will lead the way. That’s where we come in. Through our unique SPEED approach to digital transformation, we’re helping firms worldwide to transform their client experience and embrace digital opportunities in asset and wealth management, using future-ready platforms and personalized omnichannel experiences.

Whatever your objectives are, we’ll work with you every step of the way to drive value for your business and your customers.

• Identify your barriers
  We start with what’s stopping you. We pinpoint the challenges facing your clients, your business and the industry.
• Build your teams
  We partner with you and create cross-capability teams tailored to your business to ensure a successful outcome.
• Transform your business
  With sector expertise and fresh thinking from across different industries, we build a solution unique to you and your customers.

Find out how we can help you realize the future of wealth and asset management and transform your business at speed. Get in touch

Explore our three-step guides to the biggest topics in digital transformation.

• What Wealth Managers Should Learn From Fintech
  Check out this quick breakdown of how wealth managers can take inspiration from digital disruptors.
• 3 Ways to Build a Valuable Relationship With Your New Digital Partner
  A valuable outcome is often a reflection of the strength of the partnership between a client and their digital partner.
• The Shift to Product Mindset Over Project Mindset
  While both project and product may be designed to create value for both the business and its customer, there is a difference.

Find out how we helped a young South African company claim their space in a market filled with 200-year-old western businesses. All in less than a year. View Client Story

We’re already helping wealth and asset managers worldwide enter the next phase of their digital transformation.

• Building a Faster Contextual Search
  How we cut search times by 80% and built a better user experience for a leading wealth management firm.
• Scalable Trade Reconciliation Platform
  Publicis Sapient created a flexible, scalable and intuitive trade reconciliation platform for hedge funds.
• Major Investment Firm's Online Platform
  Offering personalized, high-touch experiences with the convenience of digital.
• New Asset Management Brand and Platform
  Creating a new digital experience platform and a digital-focused brand to give Ninety One an edge for the future.

Keep up to date on the future of wealth management with our latest industry insight and analysis.

• Understand Your People
  As companies continue to change, a shift must also consider the intricacies of the most important asset: people.
• Deutsche Bank’s Gen AI Transformation
  Deutsche Bank reveals generative AI's powerful impact on their business operations, employees and customer experience.
• Just 3 Things: What Wealth Managers Should Learn From Fintech
  Check out this quick breakdown of how wealth managers can take inspiration from digital disruptors.
• Authentic Communication: The Catalyst for Culture Change
  By reinforcing core values though leadership action while recognizing employees, organizations can create new change stories that unite the workforce.
• Using the DAM (Define, Align, Measure) Approach in Financial Services to Unlock Business Value
  The DAM approach is an agile, feedback-driven and comprehensive method of Business Value Realization, which can set teams up for long-term success.
• How to Optimize Digital Wealth Management
  It’s time for all businesses to reassess their roadmaps toward digital transformation. COVID-19 just accelerated benchmarks that may have been five to ten years away
• How to Close the Gender Wealth Gap
  The wealth gap is a lose-lose situation for women and for the wealth management industry, but it can be changed.
• How Wealth Managers Can Handle Market Volatility with Cloud
  Recent global events have created a new set of challenges and demands for wealth managers. Discover how cloud is the key to adapt.

Unique insight, reporting and analysis on key issues.

• 10 Strategic Imperatives to Thrive in a Digital First World
  Get exclusive access to this IDC report and discover 10 things CEOs need to know to build a digital-first strategy.
• Unlock Opportunity Amid Rapid Change
  Customer expectations are changing. Investors demand a frictionless, omni-channel experience. How do companies adapt, grow and stay relevant in this changing market?
• 2023 Wealth Management Trends
  Explore our Guide to Next and discover the insights, trends and initiatives shaping wealth management in 2023.

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Relevant Links

• Wealth & Asset Management Consulting
• Regional Digital Transformation: Wealth & Asset Management in Emerging Markets
• AI-Driven Personalization for High-Net-Worth Clients: Overcoming Data and Regulatory Challenges
• Service Operations Transformation: Cost Reduction and Client Experience in Wealth Management
• Transformation des Opérations de Service dans la Gestion de Patrimoine : Réduire les Coûts et Élever l’Expérience Client en Europe (Europe)
• Transformación de Operaciones de Servicio en la Gestión de Patrimonios y Activos en América Latina: Reducción de Costos y Elevación de la Experiencia del Cliente (LATAM)