Overview

wealth-management-overview

Evolving client demographics and the proliferation of advisor technology options necessitate a shift in strategy for Wealth Management firms to remain competitive. The industry must embrace AI-driven digitization at scale to meet the expectations of a new generation of investors and deliver hyper-personalized experiences.

At Incedo, we bring AI-powered solutions and services across the value chain to enable key shifts for Wealth Management players: modernizing advisor and client experiences with AI-driven insights, harnessing data as a strategic asset, automating and optimizing operations with AI@Scale, and accelerating cloud transformation.

Offerings

Modernize Advisor
Experiences

Modernize Advisor
Experiences

We empower advisors with tailored insights, AI-powered recommendations and intuitive tools, enabling them to deliver bespoke client experiences and deepen relationships while maximizing productivity and impact.
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Data as an
Asset

Data as an
Asset

We work across the entire data value chain—from building strong data foundations and enabling cloud-based data platforms to delivering business intelligence and analytics across practices such as client, operations and marketing. We also harness AI to generate personalized insights for advisors and clients, driving smarter decision-making and engagement.
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Operations
Transformation​

Operations
Transformation​

We transform Wealth Management operations to deliver a significant impact on the efficiency and effectiveness of Wealth Management firms.
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Compliance &
Risk Management

Compliance &
Risk Management

We help firms implement and integrate solutions for trade, advisory and regulatory compliance.
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Segments

broker-dealers

Broker-Dealers &
Registered Investment Advisors

We partner with large broker-dealers & advisor firms across advisor tech, data infrastructure & analytics, compliance, risk, operations and M&A integrations.

Broker-Dealers &
Registered Investment Advisors

turnkey-asset-manager-platform-providers

Turnkey Asset Management Platform Providers (TAMPs)

We help TAMPs scale their platforms and operations to acquire and serve more advisors.

Turnkey Asset Management Platform Providers (TAMPs)

institutional-retail-asset-managers

Asset Management

We empower institutional and retail asset managers to leverage technology and optimize operations to manage costs and gain efficiencies.

Asset Management

capital-markets-infrastructure

Capital Markets
Infrastructure

We provide solutions that improve risk management, capitalize on emerging market opportunities and drive growth.

Capital Markets
Infrastructure

Solutions

Lead Prioritization Engine

Incedo’s proprietary lead prioritization engine harnesses advanced AI to rank and prioritize high-potential prospects, empowering advisors to focus on the most impactful opportunities with precision.

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Next Best Action Engine

Incedo’s built-in next-best action engine provides real-time, AI-driven recommendations, enabling advisors to deliver personalized, timely strategies that enhance client engagement and drive superior outcomes.
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Advisor Churn Prediction & Command Center

Incedo’s proprietary churn prediction engine and command center, wealth management firms gain actionable insights to identify at-risk advisors early and implement effective retention strategies proactively.
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Practice Benchmarking Insights

Incedo’s proprietary benchmarking solution delivers dynamic, data-driven insights, enabling advisors to evaluate performance against peers, uncover growth opportunities and drive continuous productivity improvements.

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Case Studies

  • Case Study

Data to visualization journey transformation for a US independent broker-dealer

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  • Case Study

Journey re-design for integrated experiences at a US Wealth Management firm

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  • Case Study

Transforming investment data operations for a leading alternatives investment firm

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  • Case Study

Streamlined client onboarding for US-based top financial advisor

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  • Case Study

Transforming Wealth Management operations for US-based financial advisor firm

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end-to-end-sales-enablement-with-sfdc-for-a-wm-firm-in-us-thumb
  • Case Study

End-to-end sales enablement with SFDC for a Wealth Management firm in the US

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Insights and Resources

  • Whitepaper

Client portals for Wealth Managers

digital transformation key enabler wealth management firms post pandemic
  • Blog

Digital Transformation: A key enabler for Wealth Management firms in post-pandemic times

COVID crisis will force new priorities
  • Blog

Global crisis drives new priorities for the Wealth Management industry

Partners

Our strong technology stack, digital expertise and partnerships with leading technology companies enable us to deliver superior digital experiences and strategies that increase revenue streams.
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