Financial Services

Driving digitization and payment transformation for Banks and Wealth Management firms

    We enable these journeys through our practice competencies

    Wealth and Asset Management

    The Wealth and Asset Managers continue to see unprecedented revenue compression with competition from the more nimble digital-native fintechs on the one side and the increased regulatory oversight on the other. As it has been with other industries, digital transformation at speed and scale is imperative for these firms to continue to retain and build their customer base and be profitable.

    We bring together deep industry experience working with the entire value chain extending from investment managers, TAMPs and broker/dealers; domain experience across the stack from advisor/client engagement, business operations to regulatory/compliance risk; combined with technology expertise to help clients by developing and operating innovative solutions

     

    wealth and asset management
    Client and Advisor Lifecycle Solutions
    Client and Advisor Lifecycle Solutions
      Financial Planning and Portfolio Management
      Financial Planning and Portfolio Management
        Operations Process Optimization & Automation
        Operations Process Optimization & Automation
          Regulatory Compliance and reporting
          Regulatory Compliance and reporting

            Benefits of working with Incedo

            Deep domain and technology experience in modernizing the legacy advisor/client workstations from account management to end-to-end customer engagement from e-account opening, financial planning, client and business analytics across across Capital markets including Investment Managers, TAMPs and Broker dealers
            Domain experience in financial planning and portfolio management tools across the wealth management value chain ranging from asset managers, TAMPS and RIAs
            Business Operations experience in brokerage operations, advisor/client servicing translates to a deep domain appreciation of the key focus KPIs, data analytics use-cases and datasets to drive data-driven transformation
            Experience implementing and managing risk and compliance standards ranging from Suitability review, DOL Fiduciary standards, REG BI standards brings together a holistic understanding of the risk ecosystem

            Banking

            Digital disruption is without a doubt, the single biggest challenge to the banking industry. Incedo works with some of the largest banks to help them navigate the digital transformation journeys and create true value from their digital investments. What makes us uniquely qualified to do so is our deep domain experience combined with our digital platforms and services

            banking
            CX Optimization
            CX Optimization
              Risk Management
              Risk Management
                Operations Transformation
                Operations Transformation

                  Benefits of working with Incedo

                  Improving the share of revenue originated from digital channels
                  Streamlined business operations powered by intelligent automation technologies

                  Deep domain expertise based data and analytics solutions

                  Payments

                    Payments

                    Our Offerings

                    Accounts Payable automation
                    Accounts Payable automation
                      Payment rails
                      Payment rails
                        Payment analytics
                        Payment analytics

                          Benefits of working with Incedo

                          Accelerate AP automation to reduce processing costs, increase transparency and automate the regulatory and audit compliance processes
                          Accelerate the adoption of new payment methods and channels with both B2B and B2C customers
                          Leverage data and analytics to accelerate the customer adoption of offerings; reduce operating costs through improved forecasting and early exception detection
                          Get in touch

                          Get in Touch

                          Register for a 30 minutes no-obligation Digital Journey assessment session.

                          At the end of this 30 min session, walk out with:

                          • Validation of your project idea/ scope of your project
                          • Actionable insights on which technology would suit your requirements
                          • Industry specific best practices that can be applied to your project
                          • Implementation and engagement plan of action
                          • Ballpark estimate and time-frame for development