Wealth Management

Enabling the Democratisation of Wealth Management

Digital and data technologies have opened up new markets for wealth managers and enabled mass personalisation of advice, guidance, education and management at scale. At the same time intergenerational wealth transfer represents a threat and opportunity to established players.

It is the wealth managers who can best understand and meet the needs of both different customer demographics and family units that will succeed. This requires advanced capabilities in data & analytics and insight-driven experiences across web, mobile and in-person advisor channels.

Waracle work with leading wealth managers and pensions providers to help them gain a deep understanding of customers across all demographics, accelerate experience innovation and deliver compliant and secure digital platforms.

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Innovative, Personalised Experiences

The wealth management market is expanding and shifting as digital technology enables clients, who are just starting out on their life savings journey, to be served, HNWs and mass affluent segments grow and generational wealth transfer brings into focus the family unit. The ability to deeply understand customers and innovate on experience and personalised service is a key competitive differentiator.

Waracle work with wealth managers to design and deliver customer data platforms, engaging web and mobile experiences, intergenerational solutions and insight-driven IFA tools. We help our clients with customer-centric innovation, we design for high engagement and interaction and deliver end-to-end solutions iteratively in partnership.

We have helped our clients to get to market first with innovative digital propositions, identify and acquire high lifetime value clients and improve engagement and loyalty.


Disrupting ROI - Doing More with Less

Wealth managers are faced with the need to accelerate the delivery of competitive digital offerings and at the same time enable the cost-effective scale-out of business operations.

Waracle are experts in achieving operational efficiency and scale through data-driven automation (e.g. Roboadvice) along with modernising legacy technology and ways of working in order to get to market faster and at lower cost.

We have helped our clients to reduce delivery cycles from months to days, reduce cost to serve customers through operations modernisation and to build internal capability for a sustainable future.

Robust, Compliant & Secure

Wealth managers face an evolving regulatory landscape in areas such as fees and price transparency and investor protection, whilst at the same time needing to focus on areas like cyber risk and data protection.

Waracle operate in heavily regulated industries and bring a strong understanding of both regulatory mandates and how these translate into the control framework that wealth managers operate within. We apply security and compliance by design and bring expertise in the latest digital and data security technology.

We have helped our clients build regulatory-compliant wealth and pensions solutions and highly secure customer data platforms.

What our partners have to say
"We picked Waracle because they were a good fit for our culture, we liked the idea of working with a partner who would really go the extra mile for us. Waracle work in an agile way and we knew they’d be quicker than we are. They were very patient and flexible enough to ensure that we weren’t spending too much, too far ahead of time"Head of Digital
Royal London

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