Design-Led Service Platform for Digital Wealth Management

Accelerator
  • Financial Services

Fast Facts​

  • Wealth managers need to transform from "product" providers to "service" providers
  • EPAM can help shape the new service vision and implement digital platforms that enable critical client relationships
  • EPAM helps wealth and asset managers with digitalization that achieves improved service, stronger relationships between clients and the wealth manager, and provides tools such as analytics and data that enable their High Net Worth customers to be closer to their investments

Download the brochure to learn more about EPAM’s wealth management accelerator and how it addresses the full spectrum of your client’s needs.

Benefit & Value

We have invested in creating our own thought leadership and accelerators for the Wealth services of the future. We integrate these with our deep capabilities and expertise in Business Design along with Digital and Core Engineering to offer a turn-key, end-to-end solution. EPAM provides an end-to-end vision and business transformation expertise with constant iteration, improvement and evolution based on our vast experiential understanding of the Financial Services market.

How It Works

So, what do we mean when we say “end-to-end,” and how do our accelerators really work? We’ll show you an example of what your business’s path might look like.

1. THE EPAM WEALTH TOOLKIT

Asset Library

You receive full access to our asset library along with key insights into world trends and economic landscapes based on client interviews. The library features assets built upon our long-term Wealth investment as well as our multitude of experiences with a world-class Financial Services client base. 

2. DEFINING THE 360° VIEW OF THE CLIENT

Persona Library, Client Journey Library, Analytics

We analyze your areas of focus and opportunities to create an initial set of outputs that helps to better understand your clients and their needs. Then, we tap into our expansive persona library to deliver service journey maps and client personas to facilitate a conversation about the needs of your business and your clients, all the while leveraging our years of financial client journey research and experience to accelerate this process. 

3. SERVICE DESIGN & OPPORTUNITY MAPPING

Service Design Opportunity Map, Applicable Accelerators, Agile Implementation

Based on our deep knowledge of Financial Services industry trends and how they impact your unique business needs, we create an opportunity roadmap to identify the services your clients need now and in the future. We break this down into projects that can be executed around remaining competitive, establishing leadership, and true service transformation. 

4. DIGITAL INTEGRATION WITH MIDDLE & BACK OFFICE

Core Platform Integration, Data Transformation & Visualization, Agile Front Office Delivery

We identify gaps and deliver accelerator-based digital integration across Middle and Back office functions. Leveraging your existing core banking infrastructure, we bring architecture patterns and accelerators to speed up integration and deliver the required client experience. Our depth of experience across Wealth Management and Financial Services as a whole means we can quickly deploy engineering teams to support your business and IT departments, allowing us to work together in partnership from strategy to implementation. 

5. DELIVERING STRATEGIC CHANGE

Core Engineering, Digital Engagement, Advanced Technology, Intelligent Enterprise

With so much of the process accelerated by our pre-existing software and experience, we have more time to strategize, customize, iterate, deliver, monitor, and evolve the solutions that meet your business needs and challenges. The result is faster, more quantifiable results for you and your customers. Best of all, when you partner with EPAM, we will accept delivery risk because we’re confident that we offer a truly differentiated offering. 

Hello. How Can We Help You?


Our Offices

  • Canada

    • Ottawa

      343 Preston Street,
      ON K1S 1N4, Ottawa
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    • Toronto

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      P: +1-416-591-4004
      F: +1-416-595-1551
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      Bellevue, WA 98004
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      New York, NY 10010
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    • Vienna

      Nottendorfer Gasse 11,
      1030 Wien
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      1404 Sofia
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      City Tower building,
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      Prague 4
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    • Frankfurt am Main

      Franklinstrasse 56, 
      60486 Frankfurt am Main,
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      Corvin Offices I.
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      Felső Tisza-Part 25,
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      Alexandra House,
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      The Base B
      Evert van de Beekstraat 104
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      No. 236, 6th Zhongshan Road
      Yuexiu District
      510180 Guangzhou
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      Huangpu District
      200001 Shanghai
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      JVP Building, Plot No. 5,
      Software Units Layout
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      Hyderabad - 500081
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      #16-01,
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      Building 16, Office 241,
      Dubai Internet City,
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      Elite Plaza Business Center,
      0010 Yerevan
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    • Brest

      6A Masherov Avenue,
      224030 Brest
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      80 Rechitsky Avenue,
      246012 Gomel
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      F: +375-232-70-50-31
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      87B Gorkogo Street,
      230005 Grodno
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      1/1 Academician Kuprevich Street,
      Suite 110,
      220141 Minsk
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      P: +375-17-389-0100
      F: +375-17-268-6699
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      Suite 510,
      212009 Mogilev
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      P: +375-17-389-0100, ext. 1001
    • Vitebsk

      11-a Stroitelei Avenue,
      Suite 311,
      210032 Vitebsk
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      P: +375-17-389-0100, ext. 54433
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  • Kazakhstan

    • Astana

      8 Auezova Street,
      Office B,
      010000 Astana
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      P: +7-7172-475-970
      F: +7-7172-688-774
    • Karaganda

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      100009 Karaganda
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      P: +7-7212-93-01-01 +7-7212-93-01-00
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  • Russia

    • Moscow

      9th Radialnaya Street,
      Building 2,
      115404 Moscow
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      P: +7-495-730-6362
      F: +7-495-730-6361
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      246 V. Sivkova Street,
      426008 Izhevsk
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      16 Gogolya Street,
      390035 Ryazan
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      MegaPark,
      196084 Saint Petersburg
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      443110 Samara
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      410019 Saratov
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      7 Akademika Silina Street,
      141313 Sergiev Posad
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      31E Yubileynaya Street,
      445037 Togliatti
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    • Tver

      8 Kolodkina Street,
      170002 Tver
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      F: +7-4822-630-073
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  • Ukraine

    • Dnipro

      17A Volodymyra Monomaha Street,
      49000 Dnipro
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      P: +380-56-790-5651
    • Kharkiv

      33G 23 Serpnya Street,
      61072 Kharkiv
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      P: +380-57-728-06-22
    • Kyiv: Registered office

      28 Fizkultury Street,
      03150 Kyiv
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      P: +380-44-390-5457
      F: +380-44-390-0861
    • Kyiv: Visitors office

      14B Kudryashova Street
      03035 Kyiv, Ukraine

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      P: +380-44-390-5457
      F: +380-44-390-0861
    • Lviv

      45 O.Stepanivny Street,
      79018 Lviv
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      P: +380-32-242-4642
      F: +380-44-390-5458
    • Vinnytsia

      51 Ovodova Street,
      21000 Vinnytsia
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      P: +380-432-551-294 +380-432-551-275
      F: +380-432-551-293
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