We work with industry leaders with offices around the world as well as businesses with fewer than 10 staff in one location.

As a result, we know the challenges this sector faces:

  • Growing regulation – our clients want help to achieve better compliance and reporting at lower cost
  • Demanding customers – the wealthy and businesses want rapid, sophisticated services requiring our clients to deliver seamless working with other specialists in financial and professional services
  • Changing customers – a new generation is increasingly demanding real-time services 24 x 7 via PC and smart-phones, requiring our clients to automate many processes
  • Sector consolidation – the sector has seen many mergers and acquisitions, with the potential for plenty more as leading businesses seek to provide a truly global service. Our clients need proven, scalable systems to support often rapid growth
  • Margin squeeze – this sector is becoming even more competitive and margins are being squeezed, so clients want solutions that can deliver substantial cost savings

We have worked with multiple clients to help them address these challenges. We have summarized our thoughts on how Wealth Management Service Providers can use Digital Transformation to compete and win.

Click here for a copy of our White Paper on Digital Transformation for Wealth Managers.

Wealth Managers want holistic solutions that integrate with existing systems. For example, we have integrated Laserfiche with industry systems including Microgen 5Series, Viewpoint and Touchstone NavOne to automate key business processes.
“We find that Laserfiche is a very reliable system. We have good communication with MBS to help solve any issues that might appear. We have also integrated Laserfiche with many different applications including Microsoft products, our Time Management System, Intermediary Portal, Client Portal and HR System. I therefore recommend Laserfiche and MBS without reservation.”
David Humphrey, Global Application Manager, Intertrust

Collaborating with colleagues, clients and partners around the world can be challenging. MBS has helped several Wealth Management Service Providers deliver video-conferencing solutions that are now fundamental to their success.

Click here to read how Equiom uses Lifesize video-conferencing to manage its 21 offices worldwide.

A selection of our Wealth Management clients

CLIENT TESTIMONIALS

How our clients Automate, Optimize and Transform

Intertrust Group – David Humphrey

Global Application Manager

Riela Yachts – Christian Moore

Technical Assistant

“MBS provided excellent and valuable support to IQE in helping us synchronise our database integrations and deploy Laserfiche’s automated workflows. This has enabled the business to free up staff resource so that IQE can focus on our client relationships and deliver the highest standards of service.”

David Karran, Managing Director, IQE International Fiduciary Services

“We have been using Laserfiche extensively to reduce our reliance on paper records and worked closely with MBS when drafting our Information and Records Management Policy. Our own in-house IT team provide Laserfiche support with assistance from the MBS team if required. The level of service we receive from MBS is always of a high standard and we have a good rapport with the MBS Team. I would certainly recommend MBS.”

Wendy Williams, Operations Manager, SMP Partners

“The ability to bring people together from around the world in one meeting has had a massive impact.”

Gary Bews, IT Infrastructure Manager, First Names Group

“On top of being easy to install and use, Lifesize Video Conferencing is the most effective way to get our employees working together and feeling like they are part of the same team.”

Stephen Roberts, Global IT and Change Director, Equiom