Leveraging Intelligent Processes
In order to accelerate growth and increase client loyalty, wealth and asset management firms are embracing digital platforms to shore up sales and distribution coverage. They are also increasing their data capabilities with intelligent processes like conversational AI, all to engage better with their clients.
Firms are looking to digital technologies to drive down client onboarding costs and are implementing RPA, Intelligent Advisors and Digital Advisor using AI and machine learning as cost-effective platforms that can provide investment advisory and execution services. Additionally, the move to cloud platforms will enable increased efficiencies.
Wealth and asset management firms seeking to reduce costs and increase agility and resilience are engaging in “Rip ‘n Replace” programs to remove the burdens of their legacy systems. They are dispensing with monolithic code in favor of microservices and implementing open API ecosystems that aggregate data and information pipelines.
Firms are also employing digital technology to improve risk insights and regulatory compliance with the new regulations, including GDPR, FACTA, CCPA, FinCEN and DOL. They are benefiting from compliance innovations like back testing and AI applications that perform pre-emptive diagnosis and remediation pertaining to instances of fraud, AML, and financial crime.
Orion will partner with your organization to anticipate evolving client and employee expectations, find the right answers, conceptualize and build the right solutions and deliver the business transformation you need. We bring decades of experience transforming financial services operations with Digital Strategy, Experience Design, and Engineering.
Accelerating Growth Through Technology
Orion’s experienced team can drive sales growth while improving efficiency with innovative processes.
Manage onboarding expenses with AI, machine learning and more
Employ microservices for efficiency
Gain valuable insights with backtesting and AI applications
