Wealth Management Operations – Service Provider Landscape with Services PEAK Matrix® Assessment 2020

27 Mar 2020
by Manu Aggarwal, Robin Jain, Akanksha Pathak

As more and more millennials become clients of wealth managers, it becomes imperative for the latter to overhaul traditional methods of managing wealth. In this regard, they are currently building and increasing their online presence, digitally onboarding customers, creating more channels of communication, and improving the overall turnaround time for investments.

They are also partnering with service providers that provide end-to-end solutions and wealth management platforms to offer Business Process-As-A-Service (BPaaS) solutions. Several FinTechs and niche technology providers have entered into partnerships, alliances, and acquisitions in the recent past. Buyers are increasingly looking to partner with service providers to solve business challenges, gain process efficiencies, and transform their operations to provide a superior customer experience.

In this research, we conduct a detailed analysis of global wealth management operations service providers’ capabilities and market impact and their relative position on the Everest Group PEAK Matrix®.


This report examines:

  • Relative positioning of 20 service providers on Everest Group’s PEAK Matrix® and their categorization into Leaders, Major Contenders, and Aspirants
  • Service provider market share and impact
  • Service provider vision and capability assessment across key dimensions
  • Comments about service providers


Banking and Financial Services (BFS) - Business Process Outsourcing (BPO)


Page Count: 42