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The Transition to Fee-Based Advice: Building a Compelling Value Proposition & an Industrialized Advisory Process

Heiko Sundermann

VP, Head of Digital Engagement Practice for Financial Services, EPAM Switzerland
White Paper
  • Financial Services

Business model innovation in wealth management, much like the banking and financial services industry as a whole, continues to be driven by radical technological disruption, increasing regulatory pressure, changing client expectations and tightening competition. This is exactly the case for the traditional advisory business model in private banking, which is rapidly shifting from being based on commissions and transaction fees to fee-based advisory where a client must pay for the investment advice they used to receive free of charge.

From totally rethinking how your people deal with clients to implementing new asset allocation strategies and the technology to support them, the process will require a huge effort across the entire business. In this white paper, we cover exactly what it will take in the following stages:

  1. Defining the value proposition
  2. Packaging business capabilities in a structured advisory process
  3. Industrializing the process
  4. Managing change

Download the white paper for a comprehensive view of how to accomplish the transition to fee-based advice or contact us today if you’re interested in learning more about EPAM’s expertise in leading this process.

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