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
Download EPAM Continuum’s Consumer Banking Report 2022 to learn key consumer insights that can help inform your financial services firm’s customer experience strategy.
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In the News
News from the FinTech Front
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White Paper
Conversational AI in Banking: 7 Lessons Learned
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In the News
Exploring the implications of Consumer Duty with EPAM
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In the News
EPAM Named a Leader in Two Quadrants in Swiss ISG Report
In the new Swiss banking landscape, financial institutions are seeking partners to develop new digital business models. A new ISG Report for Switzerland names EPAM a leader in two quadrants.
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Blog
Why Doesn’t My Bank Know Me?
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In the News
Personalisation in Banking