Wealth Management IQ Group

Wealth Management

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

IQ Group Superannuation Wealthmanagement

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.

IQ Group Embraces Natural Teams

Outside of the workplace, employees make important decisions that affect the lives of the people around them everyday. However, those workers are rarely provided the same level of input and authority over how they perform their own jobs, lead and run a team, or make...

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Walking in the Customers’ Shoes

“I charge dead people.” Ok, with a headline like this, I took a double take on what I was reading. The Financial Services Royal Commission continues. One Commonwealth Bank financial adviser was found charging fees to a client who died more than a decade ago. Sounds...

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Innovating with the little ‘a’ in agile

I like checking out bookstores in airports when I’m waiting to board. So, when I came across the Harvard Business Review (HBR) magazine featuring a picture of a slinky and a big bold title that read ‘Agile At Scale: How To Create a Truly Flexible Organization’, I had...

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CUSTOMER SPOTLIGHT

“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.”

Stuart Brown, Operations Manager, StatewideSuper