Wealth Management Industry Consulting

wealth management photograph

Market-facing advisory and strategy for wealth management

Whether contending with the challenges as a result of Merger and Acquisition, integrating Advisor Workstations, improving Customer Relationship Management, or developing standards for Foreign Exchange processing, Wealth Management organizations are looking to optimize their investments in mission critical enterprise solutions and modernize their business operations. Wealth Management organizations face complex strategic challenges anticipating and adapting to an ever changing regulatory and compliance environment.

Wealth Management organizations are looking to optimize their investments in mission critical enterprise solutions and modernize their business operations.

Industry Consulting services for Wealth Management position our business strategists, program managers and solutions architects with deep Wealth Management industry experience to provide advisory services and strategy to our clients. Advisory engagements produce Strategic Roadmaps that chart courses forward to achieve strategic objectives. EI helps our clients write RFPs and select the best vendors to partner with in order to move forward with the transformation and modernization of their business and technology solutions.

 

Case Studies

Rule No. 1: Never lose money; Rule No. 2: Don’t forget Rule No. 1.

— Warren Buffett,
CEO of Berkshire Hathaway