Wealth Management
Wealth Management
IQ Group understand the extended wealth management and financial services industries and the competitive environment in which they exist. We focus on maximising our client’s competitive advantage through meeting each of their challenges.
The Wealth Management industry faces significant challenges in today’s highly regulated and competitive environment. To stay in front, wealth management providers must perform across key focus areas including:
- Reducing cost through enhanced efficiency
- Ensuring regulatory and legal compliance
- Becoming more customer focused
- Risk management
Our highly specialised team of professionals are renowned for their expertise in wealth management. We offer a range of consulting services, project services and managed services including:
- Implementing Regulatory Change
- Business Requirement Consulting
- Data Quality Remediation Services
- Transitions Migration Consulting
- Platform Services Consulting
WANT TO KNOW MORE?
Let’s talk about how our specialist knowledge can help transform your superannuation and wealth management processes.
Or call +61 3 9225 4000
Resources & Events
Visit our blog for regular news on everything from legislative changes and trends, to events and IQ Group updates.
Vendor Management vs Supplier Partnership – Untapping Customer Value
"Only recently have people begun to recognise that working with suppliers is just as important as listening to customers." – Barry Nalebuff, Yale School of Management. The traditional approach to supplier relationships – focused on contracts, performance monitoring,...
Cost to Serve – The changing face of technology costs
One of the fundamentally flawed assumptions we may be working to is that (as for most of history) People use technology… We are on the cusp of working in a business reality where we must lead, manage, and make decisions in an environment where Technology uses...
The 2024 Budget: An important step in the right direction
Don’t underestimate the importance of super on paid parental leave Much of the industry response to the Federal Budget has been centered on what it didn’t deliver. But amidst the chatter, let’s not overlook the critical move towards supporting gender equity within...
CUSTOMER SPOTLIGHT
“We elected to work with IQ Group as we had the confidence that they could deliver to our specifications and pressing deadline. Every dealing with them was exemplary – from the motivated team members to the project management and identification of issues and delivery.”