Wealth Management IQ Group
IQ Group understand the extended Wealth Management and Financial Services Industries and the competitive environment in which they exist. We focus on maximising our client’s competitive advantage through meeting each of their challenges.
The Wealth Management industry faces significant challenges in today’s highly regulated and competitive environment. To stay in front, Wealth Management providers must perform across key focus areas including:
- Reducing cost through enhanced efficiency
- Ensuring regulatory and legal compliance
- Becoming more customer focussed
- Risk management
Our highly specialised team of professionals are renowned for their expertise in wealth management. We offer a range of consulting services, project services and managed services including:
- Implementing Regulatory Change
- Business Requirement Consulting
- Data Quality Remediation Services
- Transitions Migration Consulting
- Platform Services Consulting
WANT TO KNOW MORE?
Let’s talk about how our specialist knowledge can help transform your superannuation and wealth management processes.
Or call +61 (0) 3 9225 4000
resources & events
If you want more industry insights or news on upcoming events, click the links below to visit our blog. We post regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.
All financial services organisations should be setting up remediation projects to investigate their past and present practices, to identify examples of misconduct and ‘conduct not meeting community expectations’. Many organisations across financial services - not just...read more
Insurance within Superannuation accounts makes up almost half of the insurance market. Approximately 12 million Australian’s hold some type of insurance via their superannuation account. With the issue of insurance in superannuation impacting the lives – and...read more
The development of new and innovative retirement income products has been plodding along in the background over the past few years, getting little of the media attention given to other superannuation issues. Because of people living longer – a girl born today is...read more
“We elected to work with IQ Group as we had the confidence that they could deliver to our specifications and pressing deadline. Every dealing with them was exemplary – from the motivated team members to the project management and identification of issues and delivery.”
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