Smarter investment
We use our strength in banking and capital markets to help wealth managers and private banks transform and modernize their technology
Traditional high-touch clients have begun to embrace digital interactions with their advisors, accelerating the need for wealth managers and private banks to modernize their technology stacks.
Partnering with Luxoft gives you the chance to leverage our decades of banking, asset management and capital markets experience. Also, it provides the necessary tools to build technology solutions and innovate wealth management practices, continually innovating in line with your clients’ latest digital demands.
Enhancing client experience by streamlining the client lifecycle management journey and leveraging platforms that expedite the process and reduce manual touch points.
• Client lifecycle management health check
• Implement E2E CLM solutions
• Define business and technical CLM
Modernizing legacy platforms by enhancing digital client and advisor experiences (CX/AX) as well as digitizing back end manual processes to increase operational efficiency.
• Digital strategy advisory and execution
• Data and analytics
• Intelligent automation
• Operations integration
• Cloud adoption
Valuation of social, environmental and governance (ESG) impacts is increasingly taking center stage while rapidly evolving in the process. Data and analytics capabilities are critical for measuring and reporting on ESG.
• Data needs related to ESG requirements
• Tooling selection and implementation
• ESG reporting
Appealing to the current and next generation of clients by tailoring the advisor experience with a blend of technical and human interaction.
• Data and analytics
• Strategy consulting
• Tech-enabled solutions
Our industry trained technicians can help build bespoke solutions. We also work with fintechs to integrate vendor platforms, reducing the time and cost of implementation
• Bespoke development
• Vendor solution implementation
ESG data platform
SWISS CANTONAL BANK. Luxoft was brought in to develop sustainability aspects for the bank’s investment business.
The new wealth management solution provides and improves the data and processes needed to integrate ESG into the bank’s investment business. Sales instruments are adapted accordingly.
Investment process optimization
UK PRIVATE BANK. Our domain-experienced engineers upscaled the client’s investment processes and technology which managed retail investment funds, together with discretionary and advisory portfolios, by supporting the integration of swissQuant ImpaQt with Avaloq core banking.
Technology modernization
GLOBAL WEALTH MANAGER. We helped a firm modernize its equity planning and advisory services platform, upgrading legacy back-end technology and reimagining the client experience.
Client lifecycle management
TOP ASSET MANAGER. The Luxoft team implemented a new data-centric operating model across the global client lifecycle. This standardized AML/KYC processes, and ensured regulatory and policy compliance.
Acknowledged experts in banking and capital markets, Luxoft is a trusted provider of simplification, modernization, and change and run services. Our proven processes bring digital experience concepts to life, ensuring we get things right.
We solve your legacy system issues and accelerate growth, protecting existing investments with technologically independent solutions and the support of our top-tier partner network.
Our teams understand the nuances of compliance and regulatory changes. They recognize that putting the needs of customers, employees, partners and suppliers at the center of the wealth management transformation, optimizes the user.
