Digital Transformation

We help you put your customers first.

The old ways are no longer the best. When it comes to giving your customers great service, digital technologies are transforming asset and wealth management.
They’re cheaper, quicker, more responsive, and more personal. But with so much hype, how does any business make the right decisions?

Our Expert Benchmarking Review gives our clients a clear picture of their digital performance compared to competitors.

Combining insight with practical experience, we help our clients navigate the hype and make their businesses digitally fit for the future.

Our experienced specialists make the difference

Our specialists constantly research the market for the best solutions and latest innovations. They work closely with clients to:

  • Assess the implications of digital disrupters such as: regulation, client demand, data, social communication, social finance and behaviour trends
  • Create a roadmap that will transform a business from using segregated platforms to a fully integrated, platform agnostic, digital solution
  • Scale and automate solutions that manage and communicate with customers more effectively
  • Integrate any new platform with existing architecture

Experts with industry recognition

Many of our team have held leadership roles in retail and/ or institutional managers and intermediaries.

They are regularly asked for their opinion in the industry, spreading their knowledge through insights, commentary and roundtable sessions.

Our clients’ businesses can benefit from this in depth experience through systems that help them connect more effectively with customers.

Digital technologies offer so much potential but only if they’re selected and implemented well. The choice can be overwhelming, which is where our market reviews make such a difference.
Mike Smith, Head of CRM & Distribution Technology
Recent Digital Transformation projects include:

September 20, 2016

Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager

February 12, 2016

Enhancing distribution channels through the progression of digital abilities

Digital Transformation highlights

  • Know how digital works inside an Asset Manager and outside the industry
  • Use industry knowledge and digital expertise to create outstanding, seamless client experiences
  • Create industry leading operating models to transform businesses and put the client at the heart of a business
  • Experienced users of contemporary delivery methodologies and frameworks, including Agile and Service Design