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Wealth Management

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. 

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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 

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Wealth Management is Changing. Are you Able to Adapt?

Digital Client Engagement
Digital Client Engagement

Wealth managers need to strike the appropriate balance between advisor-led and self-directed digital services. We can help you combine the best of both worlds by leveraging sophisticated digital tools and capabilities to support personalized client experiences. 

Data Storytelling
Data Storytelling

Data is the lifeblood of the digital economy; clients expect hyper-personalized experiences, pinpoint accurate recommendations, and tailored financial guidance. We can help you organize and analyze your data to create precise, instantaneous and pro-active client experiences. 

NextGen Pricing & Business Models
NextGen Pricing & Business Models

Client and industry expectations are quickly moving away from transactional, fee-based models. We can help you to maximize revenue and keep costs down through automated, streamlined workflows and optimized channel strategies across your various platforms to remain competitive.

WealthTech Ecosystem
WealthTech Ecosystem

When it comes to offering services and capabilities, wealth managers no longer have to choose between building or buying the necessary infrastructure. We can help wealth firms lower the barriers to entry when it comes to creating unique experiences for their clients by bringing together coordinated offerings from across the WealthTech ecosystem. 

Products With Purpose
Products With Purpose

Clients are no longer concerned solely with financial return. More and more they’re seeking wealth managers who embrace services and solutions aligned with their own values and beliefs. We can help you evaluate your business model and incorporate products and services that align with your clients’ desires for increased sustainability.

Financial Advisor Productivity
Financial Advisor Productivity

Today’s advisors need time to focus on client engagement in order to drive satisfaction and retention metrics. We can help you leverage the necessary technology to streamline workflow solutions and help automate various admin processes.

Wealth Management is Changing. Are you Able to Adapt?

Digital Client Engagement

Wealth managers need to strike the appropriate balance between advisor-led and self-directed digital services. We can help you combine the best of both worlds by leveraging sophisticated digital tools and capabilities to support personalized client experiences. 

NextGen Pricing & Business Models

Client and industry expectations are quickly moving away from transactional, fee-based models. We can help you to maximize revenue and keep costs down through automated, streamlined workflows and optimized channel strategies across your various platforms to remain competitive.

Products With Purpose

Clients are no longer concerned solely with financial return. More and more they’re seeking wealth managers who embrace services and solutions aligned with their own values and beliefs. We can help you evaluate your business model and incorporate products and services that align with your clients’ desires for increased sustainability.

Data Storytelling

Data is the lifeblood of the digital economy; clients expect hyper-personalized experiences, pinpoint accurate recommendations, and tailored financial guidance. We can help you organize and analyze your data to create precise, instantaneous and pro-active client experiences. 

WealthTech Ecosystem

When it comes to offering services and capabilities, wealth managers no longer have to choose between building or buying the necessary infrastructure. We can help wealth firms lower the barriers to entry when it comes to creating unique experiences for their clients by bringing together coordinated offerings from across the WealthTech ecosystem. 

Financial Advisor Productivity

Today’s advisors need time to focus on client engagement in order to drive satisfaction and retention metrics. We can help you leverage the necessary technology to streamline workflow solutions and help automate various admin processes.

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. 

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. These cutting-edge renovations will help our business expand to meet our growth aspirations, and we look forward to future cooperation with your team.”

”
MoneySuperMarket
 
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CONTACT US

Want to learn more about how EPAM can help your organization reach its goals within the rapidly evolving landscape of wealth management? Let’s start the conversation.

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