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

Banking

Payments

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

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

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

Payments

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

+1-408-531-6040

Email us

inquiries@incedoinc.com