Wealth Management

Fortify client relationships, simplify operations and adapt to change

Industries/ Banking & Financial Services /Wealth Management

Financial services-focused business consulting helps you tackle the tough issues  

Wealth management firms must balance internal investment priorities between strategic growth and operational improvements. There is equal pressure to attract assets and grow revenues while containing costs, modernizing legacy technology, and complying with regulatory demands. Firms must pursue the most effective strategies for meeting client demands and staying ahead of competitors while improving day-to-day operations.

We can help you

Aquire

Acquire and Retain Customers

Grow

Drive Growth through Data and Analytics

Integrate

 Integrate Wealth Platforms

Adapt

Adapt to Evolving Regulations

Acquire and Retain Customers

The digital world provides new opportunities for building and establishing trust with customers. Yet it also introduces a much broader set of competitors. NTT DATA strategizes and builds solutions to compete with new entrants and methods, such as robo advisors and automated investment tools. Plan and build your customer engagement capabilities to win new customers and nurture loyalty with existing clients.

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Drive Growth Through Data and Analytics

Timely and accurate data – enhanced by easy-to-digest, tailored analytics – supports effective wealth management decisions. NTT DATA combines our business consultants’ deep wealth management experience with the power to build in analytics at multiple points to improve your sales force’s efficiency and keep you ahead of the competition. Our data and analytics expertise is backed by a world-class security organization that understands that addressing the data privacy issues requires flexible solutions.

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Integrate Wealth Platforms

Platform ecosystems play a strategic role in how wealth management firms deliver services to their customers. The integration of wealth platforms can only be successful if it follows a well thought out strategic plan for improved efficiency and delivery. We partner with leaders in the industry to bring you more efficient solutions. Whether you’re improving your existing ecosystem or evaluating investments in new, out-of-the-box or bespoke technology, we can help you find the right mix of solutions tailored to your evolving business needs.

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Adapt to Evolving Regulations

Increasingly complex regulations continue to squeeze wealth managers. NTT DATA helps you stay ahead of evolving SEC and FINRA regulations. We design and implement solutions that not only help you comply with AML/BSA regulations and remediation efforts, but also provide meaningful operational insights. Learn more about our supporting practices and solutions:

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Banking & Financial Services