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

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 is Attending ASFA 2017

Will you be joining 2000+ delegates from 17+ countries at the world’s largest Superannuation event? Once again, IQ Group will be the key sponsors at the 2017 ASFA Conference. Now in its 55th year, this annual conference is one of the largest Superannuation events in...

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Superannuation: Big Data and the Member Experience

Times are certainly changing, and so are the types of customer that our industry serves. As tech-savvy customers begin to dominate the market, so too must services change to keep pace. All market research points to the fact that the Information Age is over, being replaced by the Age of the Customer.

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The door is locked and the clock is ticking!

At IQ Group, we come to work every day with one purpose – to educate and advance the way Superfunds can support their members. But the workplace is about more than just the job, it’s also about the people you work with.

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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