CAPITAL MARKETS OFFERING
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Wealth 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
Wealth Management Lead
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In today's environment, wealth managers need to improve their sales and distribution channels, create innovative products and maximize operational effectiveness.
OUR SERVICES
Digital for Wealth Management
Bringing wealth management into the digital age with automation, robotics and analytics
Advisory 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
CLOSER LOOK
Watch this video to learn more about the latest developments in hybrid advice.
LATEST THINKING
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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 keys to success. -
Wealth management for the modern investor
Digital technology is transforming the client-advisor relationship. -
The rise of robo-advice: Changing the concept of wealth management
Automation and digital techniques are making robo-advice possible in wealth management. -
Client onboarding for wealth management firms
Taking a strategic approach to client onboarding: Getting it right from the start -
Listening to the voice of the advisor: Insights for wealth management firms
To see how much financial advisors’ roles have changed, Accenture surveyed 652 financial advisors in the United States and Canada. -
Gen D Europe Research: Serving the High Net Worth Investor
Regular thinking paints high net worth Investors as generally reluctant users of digital when investing—our latest research says otherwise. -
Generation D Europe Investor Survey
We extended our existing research on the digital generation—Generation D—by surveying European investors. This paper addresses the opportunities digital brings in the investor-advisor relationship. -
Redefining the wealth management client onboarding experience
Read Accenture’s report on how, by redefining the wealth management client onboarding experience, firms can create a deeper and more profitable relationship with their clients.
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Digital wealth management: Reimagining wealth management for the Digital Age
The speed of digital disruption is so rapid, wealth management firms will need to empower clients by reinventing processes and inventing new ones, but not without developing a clear strategy first. -
Generation D: An emerging and important investor segment
A new Accenture survey reveals why the digital generation, or “Gen D” investors, are an important emerging market for financial services firms.
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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