Wealth platform services

Leveraging an innovative ecosystem of partners and a data driven approach to enhance value creation and reduce costs.

Overview

Accenture’s Wealth Platform Services provide our clients with relevant and in-depth expertise to help design, enhance and implement technology front-to-back, with business growth, scale and efficiency in mind. We understand the complete range of wealth management products, services and business processes. Thus, we can provide end-to-end business and technology transformation as well as operational change support.

In the front office, we help wealth managers transform their clients’ experience leveraging a combination of innovative technology and human interaction. Therefore, advisors can benefit from using digital platforms to increase their productivity, augment customer engagement and enhance revenue generation.

In the back office, continuous cost pressure and the need for innovation means a firm´s core banking platform solutions must evolve to be more integrated, modular and data driven. We apply our skills and experience gained from multiple projects to help wealth managers transform their operating models, modernize back-office technology and support their journey to the cloud. The results are flexible, scalable and cost-efficient wealth platforms delivered faster, and at lower risk.

Our proven project accelerators enable our clients to help realize a shorter time-to-market for new products, incorporating wealth management best practices to deliver 360-degree value.

Wealth platforms

Avaloq

Providing end-to-end digital wealth management solutions for banks and wealth managers.

InvestCloud

InvestCloud develops financial digital solutions, pre-integrated in the cloud.

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Capabilities

As wealth management industry thought leaders with a deeply embedded culture of innovation, we apply expertise, diverse skill sets and next generation technologies to each business challenge and opportunity.

Differentiated client and advisor experience

We enhance both the client and employee experience using wealth management Customer Relationship Management implementation, User Experience design, client lifecycle management and client data hub redesign. We work with our ecosystem of wealth industry platform partners to enhance the client advisor digital experience.

Technology modernization

We define business’ requirements and target operating model, to design and deliver core banking platform evolution through optimization or replacement. Our services provide implementation and customization support, including migration to the cloud, data transformation and migration, third-party system integration, test management and execution.

Intelligent operating models

We build efficient operating models that cater for innovation, scalability and resilience across the value chain in Wealth Management. Through end-to-end target operating model design, operational readiness, change management or benchmarking, we help our clients get ahead of industry trends.

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Case studies

Find out how we helped our client reduce technical complexity through Avaloq platform integration.

DBS Bank takes relationship management to the next level with a pioneering client investment platform.

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Our leaders