Our client had been advising high net worth investors for over 100 years. But times were changing—fast. Disruptive tech startups were redefining the role of the wealth manager.
The organization was ready to take bold action. Together, we started by reinventing the account-opening process: hundreds of pieces of paper, dozens of signatures, and weeks of delays were frustrating both clients and advisors.
We transformed the experience and helped turn siloed IT and business teams into champions of a collaborative, agile way of working.