Financial Services

Driving digitization and payment transformation for Banks and Wealth Management firms

With the emergence of fintechs, the rapidly changing expectations of investors and increased regulatory oversight; the need to drive digital transformation has never been greater in the Banking, Wealth and Asset Management industries. We combine our platforms with services to partner some of the largest Banks and Wealth Management firms in accelerating their end-to-end digital transformation journeys across the value chain: customer engagement, treasury and core business operations.

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


Client and Advisor Lifecycle Solutions
    Financial Planning and Portfolio Management
      Operations Process Optimization & Automation
        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


          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

          Customer journey optimization
            Next Generation Operations Transformation
              Data-Driven Decision Support Engine

                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


                  Our Offerings

                  Accounts Payable automation

                    Payment rails

                      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

                        We are always looking for new ideas and new partnerships. Contact us to see how we can help you.

                        Talk to sales
                        Email us