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Accenture delivers industry-driven solutions that help wealth and investment managers address their most pressing needs and prepare for tomorrow’s challenges. Clients use our services to drive sales, reduce costs and manage risks. We serve firms in four key areas:
Sales and Distribution: We help deliver improved top-line growth by improving the client experience and developing an effective advisory sales force. Some of the ways we do this include adapting and modernizing advisor desktop tools, training advisors and building capabilities for client self-service.
Servicing and Solutions: We help clients respond to the regulatory and cost pressures of their technology and operations functions through tailored offerings in data management, servicing platforms, core platform replacement and renewal, and back-office process re-engineering.
Asset Management and Servicing: In response to their strategic, risk, regulatory, cost and operating model challenges, we assist clients by streamlining back-office services, automating processes and upgrading clearing functions. Our capabilities in distribution, operations and technology help deliver improvements in areas ranging from fund accounting and data management to portfolio and risk management and finance.
Wealth Management Platforms: We support private banks with targeted capabilities in advice-led distribution and technology implementations, including Temenos and Avaloq. In addition, we assist with operating model reviews, help outsource asset services and transform IT functions.
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Accenture’s leading-edge, industry-driven solutions help wealth and investment managers effectively address the current tipping point in the industry and succeed in tomorrow’s marketplace. We invest in developing innovative solutions to improve the front, middle and back office functions of wealth and asset managers.
We are focused on providing meaningful value to our clients and delivering results that drive sales, reduce costs and manage risks. More specifically we provide services that optimize analytics for wealth and asset managers and improve advisor productivity.
Accenture is uniquely positioned to provide differentiated services to our clients based on our strong heritage, breadth of experience, scale, depth, the vast extent of our network, and our industry alliances. We currently work with eight of the top 10 global wealth managers and seven of the top 10 global asset managers.
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