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.
Cultivating Success: Why Culture is the heart of an Operating Model
Peter Drucker, one of the most widely-known and influential thinkers on management was famous for this quote: "Culture eats strategy for breakfast." As IQ continues to research more into operating models for the future, we have continued to see time and again the...
How Customer Experience Excellence is the ‘Secret element’ enabling Success.
The enterprise benefits of CeX are clear, increased customer loyalty, higher retention rates, positive word-of-mouth marketing and improved operational efficiency. It’s no surprise then that CeX is one of the core components propelling enterprises to become market...
The payoff from reporting better data to APRA
Better superannuation data has already delivered better outcomes for super fund members but there’s been a lot to digest and now it’s time for a stocktake. We take a look at what that means for funds. Lots of funds have always had members interests at heart, and the...
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.”