Banking & Wealth Management
We have extensive experience delivering industry-leading and transformative solutions across a broad spectrum of Banking, Wealth Management, and FinTech clients in the US and Canada.
Our team has direct hands-on experience working within broker-dealers, RIA firms, Fintech companies, and banks. Our collective experience enables us to help our clients navigate through challenging situations and complex opportunities by leveraging our knowledge of common pitfalls, key requirements, and considerations specific to our industry and the competitive landscape.
Our detailed knowledge of wealth management technology and tools, data aggregation, conversions and consolidations, migration efforts, and back-office and custodial needs and capabilities allows our implementation teams and resources to quickly add value to new client engagements.
We also offer strategic advisory and management consulting services informed by our understanding of major industry trends, regulatory drivers, and competitive strategies, such as the convergence of banking and wealth.