Digital Services

Wealth management 4.0 means using technology to provide strong and lean user experiences. Drawing on a long history of successful core integrations, Orbium helps clients maximise the impact of their digital investments by thinking beyond traditional business lines.

Orbium’s digital services

Above all digitalisation is about leveraging emerging technologies to provide an outstanding user experience, on agile cloud-based architectures.

Technology is driving wealth management’s digital transformation by providing new business opportunities, removing constraints and allowing the impossible to become reality. The benefits of digital transformation are clear: revenue growth through improved user experience and 24/7, omni-channel, personalised offerings, efficiency gains from robot-optimised processes and client self-servicing. The challenge is to integrate and maintain digital ecosystems in an industry driven by siloed business lines and single-core architectures.

Orbium help define:

New experience at the heart: aligning project outcomes, such as moving towards omni-channel, customer-tailored, user-centric, lean and seamless capabilities, with initiatives to improve client engagement via a stronger online presence and digitised client lifecycle management.

New factors for success: outperforming wealth managers focus on automating or outsourcing low-value activities, integrating proven third-party solutions and combining an ecosystem of smaller fintechs into innovative offerings. Supporting front-to-back or front-to-front process design and integrating data analytics into digital platforms is key to delivering the desired outcomes.

New strategy: highlighting explicit decision criteria to identify capability gaps, make sourcing decisions, select a relevant ecosystem and maximise its impact, validating long term choices against future wealth management front-office blueprints and ultimately delivering individual changes and building blocks.

Digital strategy advice

Digital models are moving away from being built around products to focus on seamless user experiences and lean front-to-back processes. They also feature outsourcing.

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Strategy assessment and gap analysis

Orbium’s wealth management assessment framework helps identify legacy constraints and functional gaps across the long-term business vision. This early assessment structures the change portfolio and drives the selection of the right ecosystem to improve key areas such as multi-user and omni-channel services, digital marketing, onboarding, investment management and fraud detection.

It also highlights key features to look for in areas such as multi-user and omni-channel services, digital onboarding and marketing, investment management and fraud detection.

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Digital transformation

The desired end business model defines the digital transformation project. Between innovation, adoption and outsourcing, each organisational unit must follow a unified transformation with central oversight. Combining a client’s vision with our unique wealth management accelerators and digital transformation approach, Orbium helps identify the right digital decision criteria to drive organisational changes and develop the appropriate culture for digital projects.

Combining a client’s vision with our unique wealth management accelerators and digital transformation approach, Orbium helps identify the right digital decision criteria to drive organisational changes and develop the appropriate culture for digital projects.

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Digital platform delivery

Running or outsourcing your IT, owning your processes or leveraging partnerships Orbium’s team of wealth management experts and IT professionals have extensive experience in core platform evolution and can help clients identify the right architecture to fully integrate with their platform, down to the core applications.

Combining a team of wealth management experts and full-stack developers enables us to create customer journeys that fully integrate within the platform, down to the core applications.

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