Financial Services
Driving digitization and payment transformation for Banks and Wealth Management firms
Solution Spotlight
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
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
Benefits of working with Incedo
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
Spotlight
Blog
Financial Services
Client Segmentation in Wealth Management
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Case Study
Financial Services
BSI Financial an industry leader providing mortgage solutions to consumers successfully leverages “Cloud-first” and “Ai-first” strategy to focus resources on customer engagement, innovation, and enabling greater agility
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Blog
Financial Services
Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times
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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