Wealth Management

Deliver on changing client expectations with a dynamic, personalized approach.

Take charge of the wealth management disruption

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.

Our Wealth Management Consumer Report shows investors want holistic advice—including banking, insurance and other products aligned with their needs.

Wealth Management capabilities

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.

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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.

79%

of investors in the US and Canada expect their advisor to offer both banking and insurance products

32%

of investors’ wealth in Europe and Asia is currently lost on average at the point of succession.

60%

of wealth management firms in North America now deploy AI across their organization.*

* data points taken from recent Accenture research

What we think

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ACCENTURE WEALTH MANAGEMENT BLOG

Our bloggers share their insights on the latest topics impacting the industry.
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Case studies

With a new culture of sustainability and a sustainable finance plan, this global financial firm has a solid foundation for future ESG initiatives.

We helped DBS Bank launch a pioneering client investment platform for its investors in Asia.

Find out how we helped a large financial services firm build a new robo-advisor platform to reach more customers.

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News

Accenture Completes Acquisition of Orbium, a Business and Technology Consultancy to the Financial Services Industry

Acquisition gives Accenture the leading position globally in Avaloq implementation and enhances its services to the private-banking and wealth-management sectors.

Changing Investor Demographics, New Industry Players and Rise of Digital Tools Causing Fundamental Shift in Wealth Management, According to Report from IIROC and Accenture

IIROC to review rules and make changes that support transformation and reduce unnecessary barriers to innovation as investor attitudes and behaviours change.

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