Wealth Management

Look at ways to improve operational approaches without impacting the personal approach of client management

Commercial

  • Increase new sales productivity of client managers
  • Improve client loyalty to firm and optimise cross-selling
  • Provides seamless ERP integration
  • Personalise investment strategy and services for wealth clients
  • Enhance and customise portfolio and performance reporting

Operational

  • Improve CRM capability across product areas
  • Aggregate client information into 360-degree view
  • Reduce time, effort and cost of client reporting
  • Automate team and role-based processes
  • Simplify client interaction for on-boarding and settlement
  • Outsource and offshore back office and settlement functions

Financial

  • Improve revenue / margin on lower value clients
  • Increase variable cost element of cost income ratio
  • Create insight of activity based costing & client profitability

Risk-related

  • Improve workflow and automation of KYC/AML processes
  • Enhance reporting for compliance, risk and audit
  • Generate investment performance MIS across providers