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.

CONTACT US

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.

Bring the Noise – Redeploying capacity through enhanced Employee Experience

Apr 25, 2024

In today’s evolving business landscape, a modern operating model isn’t only a luxury—it’s a necessity. Organisations must swiftly adapt to talent shortages, restructuring, and disruptions. But how? The answer lies in strategically identifying and addressing the...

Automation does not equal efficiency

Apr 15, 2024

It’s no secret that organisations are diving headfirst into investing in automation, seeing its potential to make things more efficient through cutting down manual work to focus on more impactful work. Superannuation funds are seizing this momentum, with 73.2%...

Campus to careers: Spotlight on IQs newest Graduates

Feb 29, 2024

The new year brings new Graduate Consultants to IQ, carefully chosen from an impressive talent pool to be just the right fit for our team and our clients. We take great pride in kick-starting people’s careers in finance and building talent for the industry. As you...

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.”