Digital transformation is helping to democratize wealth management, making it more affordable to a wider cohort of new engaged investors. This is driving massive growth and rapid changes in the industry. Firms need to be ready to change their business models to offer new advice and be more agile as today’s wealth management clients expect more personalized service and offerings—delivered faster and more conveniently than ever before.
Your ability to innovate and deliver sustainable products and services based on a holistic view of your clients’ needs could be your competitive differentiator in this fast-evolving and more demanding market. Digital capabilities combined with personal engagement and interaction models can be key to addressing changing investors’ demands through integrated, modern and scalable technology platforms that are more flexible to serve your business and your clients’ needs for years to come.
That’s where Accenture comes in. With a team across the globe and 25+ years of experience working with diverse wealth management clients, we have the deep industry experience and thought leadership to offer a broad range of capabilities, and an established network of partners to deliver end-to-end solutions for traditional wealth management firms and new business models.
Discover how we are helping incumbent wealth management firms, wirehouses, RIAs, family offices and other wealth providers prepare for the future of investing.
Develop new wealth management models
Support traditional and new clients by designing and implementing new businesses, ventures and direct-to-consumer channels to grow and scale at pace.
Empower advisors and enhance client experiences
Engage and upskill a dynamic workforce and empower them with digital tools to help meet industry changes and grow client relationships.
Innovate with sustainable products and services
Help clients capture and enhance value in their products and services through socially responsible and other investment solutions.
Leverage integrated and data-driven platforms
Keep up with client demands and leverage meaningful data through integrated wealth platforms and services with our ecosystem partners, including Avaloq and InvestCloud.
Optimize and scale wealth operations
Leverage new middle- and back-office solutions to deliver end-to-end capabilities that extend beyond tactical cost-cutting.
Advance transformation with modern technologies
Create a holistic strategy that blends business, AI, data analytics and leading technologies to improve growth, efficiency and resilience.
Did you know
Our wealth management services can empower firms, whether we’re helping integrate wealth platforms, scale operations, differentiate the client experience or support environmental, social or governance (ESG) investment innovations. We offer data-driven insights and end-to-end solutions for business and technology transformation so firms can successfully meet industry disruption.
* data points taken from recent Accenture research
of investors in the US and Canada expect their advisor to offer both banking and insurance products
of investors’ wealth in Europe and Asia is currently lost on average at the point of succession.
of wealth management firms in North America now deploy AI across their organization.*
What we think
Creating the wealth management firm of tomorrow
Accenture and PIMFA surveyed wealth management firms in Europe on current and emerging industry trends. Find out the 4 key strategic themes that we uncovered.
Future of Asia Wealth Management: Re-imagining engagement
Why wealth management success in Asia requires step-change improvements in mobile- and human-channel design—with next-gen technology front and center.
Wealth management: The new state of advice
Our Wealth Management Consumer Report shows investors want holistic advice—including banking, insurance and other products aligned with their needs.
How to keep Middle East investors satisfied
Our research suggests that Saudi and UAE investors—from the mass affluent to the UHNW—are underserved by wealth managers.
AI in wealth management: All systems go
Accenture surveyed 500 financial advisors to assess their familiarity of AI and what disconnects exist when using this technology.
AI in wealth management: Built to scale
Accenture surveyed 100 strategy, digital and technology executives on the state of AI in the wealth management industry. Here is what we found.
Wealth managers: Do you know what clients want?
Bringing the voice of the client into wealth manager’s decision-making is imperative for the firm’s long-term survival.
Towards the capital markets of tomorrow
Our vision for 2025 lays out how the capital markets industry could reinvest revenues from a year of unprecedented events into strategies for the future.