Our multi-disciplinary teams help wealth managers grow and transform their businesses. We specialize in building tailored industry solutions and experiences – enabled by technology and data – that are easy and intuitive, helping create long-lasting advisor and client relationships based on a shared purpose.
Wealth Management
15+
YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
5/10
OF THE LARGEST INVESTMENT BANKS RELY ON EPAM
3/5
OF EPAM’S LARGEST CLIENTS ARE WITHIN FINANCIAL SERVICES
RANKED AS A TOP 25 ENTERPRISE COMPANY IN IDC’S FINANCIAL INSIGHTS FINTECH RANKINGS

Why EPAM for Wealth Management Transformation Services?
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:
Unbiased, Collaborative Partnership
As technology- and product-agnostic partners, we design, engineer and deliver the best solutions, period.
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.
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.
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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Report
Consumer Banking Report
In this report, we uncover this year’s emerging trends, attitudes and behaviors influencing the banking landscape to identify opportunities in cryptocurrency, ESG and social banking among others.
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In the News
The Future of Digital Identity 2022
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White Paper
Conversational AI in Banking: 7 Lessons Learned
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Event
American Banker 2022 Digital Banking Conference
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Blog
How to Fix Digital Account Opening (Part I)
Many retail banks today rely on outdated digital account opening experiences that weren’t designed with modern technology and current customer expectations in mind. But the process can be fixed.
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Interview
The Future of Digital Transformation in Insurance
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In the News
Banking Report Reveals Consumer Trends, Behaviors, and Desires