Skip to Main Content
Access your saved content
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: 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.
Download the full brochure [PDF, 193.77 KB]PDF Help
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 eight of the top 10 global asset managers.
Read Related Research & Insights
Redefining the Wealth Management Client Onboarding Experience
Digital Wealth Management: Reimagining Wealth Management for the Digital Age
Digital Transformation: The Central Challenge for Asset Management Firms
Connecting with Gen D: Attracting, engaging and retaining the next generation of investors
Designing a Modern IT Ecosystem for Asset Management Firms
Shifting the Curve: Insight-Driven Advisor Effectiveness
Generation D: Beyond Trust – Delivering Superior Client Experiences
High Performance Asset Management
Advisor Succession Planning: Managing the Retirement of Baby Boomer Advisors
How Tech-Savvy Advisors Regain Gen D Investor Trust
Generation D: An Emerging and Important Investor Segment
Read Related Client Successes
Big Asset Manager: Building a Roadmap to Improve Security Operations and Protect Crucial Assets
Accenture supported Bank Leumi in reaching a demanding profitability target by improving operational efficiency and facilitating organic growth.
Accenture established a Mutual and Pension Funds Administration Integrated Service Center with Bankinter as its charter client.
Outlook from Accenture
Outlook is a journal of high-performance business.
View Latest Issue
Accenture delivers a wide range of healthcare solutions—from addressing back office functions and electronic medical records to clinical transformation and consumer engagement. Our solutions are backed by real-world experience, business and clinical insights and innovative technologies.
Insight Driven Health for U.S. Federal Healthcare Organizations
From innovating patient care at the Veteran’s Administration to developing incentives for higher quality care at the Centers for Medicare & Medicaid Services, U.S. federal health agencies are revolutionizing healthcare in the United States.
Insight Driven Health for U.S. State Healthcare Organizations
The convergence of cost pressures, healthcare reform and technology changes are redefining the landscape for U.S. state healthcare organizations.
Browse all in Health
Skip Footer Links