Incedo is a proud ruby sponsor of T3. As a leading Wealth Management specialist with deep domain, data, and emerging technologies expertise we work across the Asset and Wealth Management Value chain including TAMPs, broker dealers, asset managers, RIAs, wealth managers, and full-service providers. We provide digital transformation services ranging from customer facing to Middle-Back Office and Technology including client onboarding solutions, advisor workstations, trade operations, and performance reporting. We work with firms across the advisor and client lifecycle starting with acquisition, growth, support and retention.
Join us to discover Advisor Technology in a Post – Covid World at T3!
The Incedo Lighthouse™ platform helps organizations realize true business value by scaling AI and data assets to improve customer engagement and deliver operational effectiveness by enabling intelligent, personalized, real-time and automated decisions integrated into operational workflows. Incedo Lighthouse™ helps implement an iterative Data-Insights-Action capability by integrating with the existing data and AI technology stack.
Our proprietary digital benchmarking data from previous diagnostics, combined with our user research backed UX audit framework and proprietary AI based journey mapping and diagnostics set us apart from other offerings on the market. Our Digital Diagnostic will help improve how you stand up to your rivals in AUM Growth, Advisor Onboarding and Retention, New Client Acquisition, Client Satisfaction and NPS.
Incedo’s operations transformation practice provides a holistic solution, enabling firms to drive efficiencies, improve margins and customer satisfaction. It delivers key insights on the current processes through thorough diagnosis, identifies the improvement opportunities and implements the changes with the help of cutting edge technology levers.
Large US-based Independent Broker Dealer redefines Data to Visualization Journey with Data Innovations
AI-driven granular insights and action recommendation generation using Incedo LighthouseTM to help advisors engage better with customers
How Bank CMOs are implementing AI-driven, Personalized Recommendations using Incedo LighthouseTM
“Nitin’s timely book focuses on one of the most critical issues that companies face today: how to survive and thrive in the digital age. As investors, we have seen billions of dollars squandered on technology by companies without implementing the fundamental retooling required by the organization.”
Meet Nitin Seth at the Book Signing Event on May 2nd at Booth 516 – 518