CAPITAL MARKETS OFFERING
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Wealth
Management
Management
Delivering industry-leading solutions to help wealth managers prepare for the future of investing
No industry can escape digital's disruption, especially not wealth management. Today’s clients expect a whole new kind of experience that’s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence—and many won’t go at it alone.
That’s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading wealth management firms.
Kendra Thompson
Head of Wealth Management, North America
LATEST THINKING
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Powering hybrid advice in Canada
Combining humans and robots in wealth management to better serve Canadian investors -
The human dividend
Take advantage of digital disruption to fuel next-generation wealth management. Read Accenture report for more. -
Reinventing wealth management for women
Traditional wealth management models were built for men, not women. Accenture highlights female investor preferences and how to address them. Learn more. -
The future of wealth management
A course change looms for all wealth management firms, regardless of size or clientele. -
Wealth transfer: Is your firm’s share walking out the door?
Heir outreach, digitalization and a diverse advisor base are the keys to success. -
Wealth management for the modern investor
Digital technology is transforming the client-advisor relationship. -
Client onboarding for wealth management firms
Taking a strategic approach to client onboarding: Getting it right from the start. -
The rise of robo-advice: Changing the concept of wealth management
Automation and digital techniques are changing how we build and manage portfolios, and making robo-advice possible in wealth management. Find out how. -
The “Greater” wealth transfer: Capitalizing on the intergenerational shift in wealth
Read about the key challenges facing wealth management transfer firms as they seek to maintain and capture the next generation of investors.
WHAT WE DO
Digital for Wealth Management
Bringing wealth management into the digital age with automation, robotics and analytics
Advisor Productivity
Helping clients build dynamic new workforces empowered by digital to adapt, thrive on disruption and drive change
Wealth Operations
Optimizing wealth management processes that support the front, middle and back office
Private Banking
A breadth of advisory services unique to serving the Ultra High Net Worth investor segment, as well as banking services to traditional wealth management offerings
Technology & Platforms
Modernization of technology platforms and architecture to drive cost reduction and enable digital transformation
Finance & Regulatory
Helping wealth managers survive and thrive in light of increasing regulations, including Accenture Wealth Management Compliance Solution for Salesforce
CLIENT CASE STUDIES
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GLOBAL PRIVATE BANK
Designing a digital dashboard to enhance wealth management
New digital advisory tools helped to improve client relationships and the advisor experience. -
BLUEBAY
Defining an innovative and actionable mobility and collaboration strategy
Accenture helped BlueBay define a practical mobility and collaboration strategy program, supporting its employee vision. -
WEALTH MANAGEMENT FIRM
North American financial advisor platform transformation
Accenture helped a North American wealth manager transform its existing financial advisor platform to support core business priorities. -
BANK LEUMI
Wealth and Asset Management Services
Accenture supported Bank Leumi’s C-level management in identifying and structuring initiatives to reach the bank’s demanding profitability target by improving operational efficiency and facilitating organic growth. -
BANKINTER
Mutual and Pension Funds Administration
Accenture established a Mutual and Pension Funds Administration Integrated Service Center with Bankinter as its charter client.
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