ey wealth management

from data and ai, to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher. however, the distribution of investment products and provision of financial advice is shifting from the physical to the digital realm, driven by the expectations of millennials. we helped our client to weigh the options and then move forward with its preferred route: creating its own bespoke solution. “as a result, our integrated team was able to provide advice ranging from customer experience design to best practice in crafting an algorithm to gauge an investor’s appetite for risk.” the digital platform automates many of our client’s existing administrative processes, creating efficiencies and raising service levels.

“this enables us to stay on top of a fast-evolving field and help our clients build for the future.”  to succeed with tomorrow’s consumers, financial services must become a data-driven, differentiated and hyper-personalized experience. ey refers to the global organization, and may refer to one or more, of the member firms of ernst & young global limited, each of which is a separate legal entity. ey refers to the global organization, and may refer to one or more, of the member firms of ernst & young global limited, each of which is a separate legal entity. this material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice.

each is a priority, and all compete for resources. a leading wealth and asset management technology provider called us in to help it deliver a large-scale transformation project for a uk-based wealth manager. after interviewing project managers, development teams and the end client to uncover the key challenges, we came up with a set of recommendations. thanks to our knowledge of the industry and experience managing similar technology-enabled transformation projects, we were able to achieve positive outcomes for both parties.

we have proven transformation methodology, coupled with knowledge of both the technology and the wealth and asset management industry. wamapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. ey refers to the global organization, and may refer to one or more, of the member firms of ernst & young global limited, each of which is a separate legal entity. ey refers to the global organization, and may refer to one or more, of the member firms of ernst & young global limited, each of which is a separate legal entity. ernst & young global limited, a uk company limited by guarantee, does not provide services to clients.

wealth & asset management ey helps wealth and asset management firms anticipate what’s next in digital, tech-enabled transformation and sustainable finance. ey helps clients create long-term value for all stakeholders. enabled by data and technology, our services and solutions provide trust through assurance and wamapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms., .

at ey, our purpose is building a better working world. the insights and services we provide help to create long-term value for clients, people and society, and discover how wealth managers can use deeper, richer insights to provide clients with more holistic, tailored and meaningful experiences. ey helps clients create long-term value for all stakeholders. enabled by data and technology, our services and solutions provide trust through, . does ey do asset management? who is the largest wealth management firm? what is the minimum investment for wealth management? what is the difference between asset management and wealth management?

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