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Wealth and Asset Management
Create Seamless Digital Experiences

Embrace new tech and deliver the personalized experiences that clients expect.

Wealth and asset management is changing.

With technology transforming the market and clients increasingly digitally aware, it’s the businesses that seize the opportunity with new digital tools, strategies and behaviors that will lead the way.

That’s where we come in. Through our unique SPEED approach to digital transformation, we’re helping firms worldwide to transform their client experience and embrace digital opportunities in asset and wealth management, using future-ready platforms and personalized omnichannel experiences.

WEALTH AND ASSET MANAGEMENT

Financial Services Banking Insurance

How we can help

Whatever your objectives are, we’ll work with you every step of the way to drive value for your business and your customers.

  • Identify your barriers

    We start with what’s stopping you. We pinpoint the challenges facing your clients, your business and the industry.

    Build your teams

    We partner with you and create cross-capability teams tailored to your business to ensure a successful outcome.

    Transform your business

    With sector expertise and fresh thinking from across different industries, we build a solution unique to you and your customers.

Let’s Talk About Your Business

Find out how we can help you realize the future of wealth and asset management and transform your business at speed.

Get in touch

‘Just three things...’

Explore our three-step guides to the biggest topics in digital transformation.


 

What Wealth Managers Should Learn From Fintech

Check out this quick breakdown of how wealth managers can take inspiration from digital disruptors.

3 Ways to Build a Valuable Relationship With Your New Digital Partner

A valuable outcome is often a reflection of the strength of the partnership between a client and their digital partner.

The Shift to Product Mindset Over Project Mindset

While both project and product may be designed to create value for both the business and its customer, there is a difference.

We Helped Ninety One Transform, Fast

Find out how we helped a young South African company claim their space in a market filled with 200-year-old western businesses. All in less than a year.

View Client Story

Client Stories

We’re already helping wealth and asset managers worldwide enter the next phase of their digital transformation.
 

 

Building a Faster Contextual Search

How we cut search times by 80% and built a better user experience for a leading wealth management firm.

Scalable Trade Reconciliation Platform

Publicis Sapient created a flexible, scalable and intuitive trade reconciliation platform for hedge funds.

Major Investment Firm's Online Platform

Offering personalized, high-touch experiences with the convenience of digital.
How Ninety One transformed fast for a world of change

New Asset Management Brand and Platform

Creating a new digital experience platform and a digital-focused brand to give Ninety One an edge for the future.

Insights

Keep up to date on the future of wealth management with our latest industry insight and analysis.

 

Five Asset Management Trends for 2023

During a period of continual economic uncertainty, asset managers have to find ways to evolve and shift priorities to maximize growth and build resiliency.
Collaborative co-workjers

Understand Your People

As companies continue to change, a shift must also consider the intricacies of the most important asset: people.

Deutsche Bank’s Gen AI Transformation

Deutsche Bank reveals generative AI's powerful impact on their business operations, employees and customer experience.

Just 3 Things: What Wealth Managers Should Learn From Fintech

Check out this quick breakdown of how wealth managers can take inspiration from digital disruptors.
People working together

Authentic Communication: The Catalyst for Culture Change

By reinforcing core values though leadership action while recognizing employees, organizations can create new change stories that unite the workforce.

Using the DAM (Define, Align, Measure) Approach in Financial Services to Unlock Business Value

The DAM approach is an agile, feedback-driven and comprehensive method of Business Value Realization, which can set teams up for long-term success.
Illustration of colorful circles in a background of small dots

How to Optimize Digital Wealth Management

It’s time for all businesses to reassess their roadmaps toward digital transformation. COVID-19 just accelerated benchmarks that may have been five to ten years away
Close the wealth gap Promo Asset

How to Close the Gender Wealth Gap

The wealth gap is a lose-lose situation for women and for the wealth management industry, but it can be changed.

Research

Unique insight, reporting and analysis on key issues.

 

 

IDC Report

10 Strategic Imperatives to Thrive in a Digital First World

Get exclusive access to this IDC report and discover 10 things CEOs need to know to build a digital-first strategy.
Wealth

Unlock Opportunity Amid Rapid Change

Customer expectations are changing. Investors demand a frictionless, omni-channel experience. How do companies adapt, grow and stay relevant in this changing market?
GTN 2023

2023 Wealth Management Trends

Explore our Guide to Next and discover the insights, trends and initiatives shaping wealth management in 2023.

Connect with our experts

  • Bradley Gamage
    EMEA & APAC
    Bradley Gamage
    Senior Client Partner
    Email | Linkedin
  • North America
    Raghavan Damodaran
    Executive Client Partner
    Email | Linkedin
  • EMEA & APAC
    Melody Johansson
    Senior Account Director
    Email | Linkedin
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