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Wealth 
Management

17+

Years of experience in the financial services industry

7/10

Of the largest investment banks rely on EPAM

3/5

Of EPAM’s largest clients are within financial services

50

Ranked as a Top 50 Enterprise in IDC’s FinTech Rankings

  • Our Core Focus Areas

Wealth management is changing. Are you able to adapt?

DIGITAL CLIENT ENGAGEMENT

NEXT-GEN PRICING & BUSINESS MODELS

PRODUCTS WITH PURPOSE

DATA STORYTELLING

WEALTHTECH ECOSYSTEM

FINANCIAL ADVISOR PRODUCTIVITY

  • How We Work with You

Through our proven services framework, we can help your wealth management firm redefine its value proposition, build next-gen digital platforms and futureproof the business to thrive through multiple waves of technology change. Here are some of the key reasons why leading firms choose EPAM:

01

Unbiased, Collaborative Partnership

As technology- and product-agnostic partners, we design, engineer and deliver the best solutions, period. 

02

End-to-End Integrated Transformation Approach

We approach transformation holistically to build digital platforms that innovate and streamline your business and service offering to exceed customer expectations. 

03

Dedicated Wealth Management Domain Expertise

Our teams of financial services and wealth management experts have the experience and know-how to bring your vision to life – or envision the future on your behalf. 

04

Core Engineering DNA & Digital Credentials

We activate and support your competitive advantage by delivering best in-class wealth management solutions while minimizing technical risks via scope validation, rapid prototyping and MVP development. 

01

Unbiased, Collaborative Partnership

As technology- and product-agnostic partners, we design, engineer and deliver the best solutions, period. 

02

End-to-End Integrated Transformation Approach

We approach transformation holistically to build digital platforms that innovate and streamline your business and service offering to exceed customer expectations. 

03

Dedicated Wealth Management Domain Expertise

Our teams of financial services and wealth management experts have the experience and know-how to bring your vision to life – or envision the future on your behalf. 

04

Core Engineering DNA & Digital Credentials

We activate and support your competitive advantage by delivering best in-class wealth management solutions while minimizing technical risks via scope validation, rapid prototyping and MVP development. 

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Blur BG
  • HEAR FROM OUR CUSTOMERS

“Over the past nine years, EPAM has become a key supplier in helping us meet our clients’ expectations by working closely together with UBS, while maintaining commitments to productivity and quality of delivery.”

Mike Dargan
Group Chief Information Officer, UBS

  • HEAR FROM OUR CUSTOMERS

“EPAM has helped us to successfully create our new strategic web platform, delivering a refreshed online storefront helping our customers to identify even more ways to save money, through their implementation of market leading technology.”

MoneySuperMarket

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Ready to reach your business goals within the rapidly evolving wealth management landscape? Get in touch.

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