Transforming wealth management from the ground up

Wealth Management

In the ever-changing marketplace, Equator keeps wealth management brands at the forefront of technology to engage effectively with all your audiences, from individual to institutional investors.

Customer-centric wealth management transformation 

We have created strategies, services and agile start-ups for major wealth management companies. These brands choose us for expertise that enables them to transform. We work with them to create innovation-focused teams, intelligent operations and human-centred customer experiences that transform their agility and the effectiveness of their customer relationships.

Our Wealth Management Credentials

Download our full wealth management credentials and see how we can transform your brand.


How we enable wealth management brands to take on tomorrow

Wealth management industry challenges

Strategy & Consulting

Digitally transforming the entire wealth management landscape

Digital services for Wealth Management can be very complex but customers are increasingly demanding a fully self-serve experience. To capitalise on the efficiency and cost-saving benefits of digitisation, without jeopardising your customer experience is no simple matter.

Our dedicated consultants have helped wealth management businesses like Embark and M&G to navigate the complex landscape of digital transformation, make life easier for customers and enhance returns for shareholders.

Production & Engineering

De-risking enterprise CMS & DXP migrations for wealth brands

The decision to migrate CMS or DXP is a significant decision for all wealth management brands. We de-risk this with our technology-agnostic approach. As an Umbraco Gold Partner, Sitecore Silver, Episerver Platinum and Sitefinity Partner, we can consult on platform choice and implement your project.

We have worked with leading wealth management brands including implementing Episerver for Royal London, AXA Wealth and Standard Life and Umbraco for Embark. We also consulted on the migration implications of Sitecore to Adobe for M&G.


Application management services to untangle the wealth tech stack

Many wealth businesses rely on third-party systems, have multiple databases and customer systems gained through acquisitions and off-line centric CRM processes. We help wealth management businesses untangle the legacy and move toward customer-centricity.

We are experts in integrating financial systems, from FNZ to GBST and others. We build single sources of truth in Dynamics, Salesforce, Hubspot and beyond. We enable brands like Embark to grow with the customer at the heart.

Experience Design

Delivering the convenience wealth customers expect

For investors and intermediaries alike, the quality of digital interactions with your organisation effect the perceived care given to their investments. By making your customer experiences intuitive and accessible you give more people the confidence to interact more and invest more.

Our experts work in collaboration with your team and your customers to determine the optimum architecture and design to make objectives accessible and interactions effortless.

Integrated Marketing

Ranking for wealth management terms in an international search landscape

Relevance, content, code, links, speed and a lot more. There is so much to consider when optimising your digital estate. You can trust our expert search engine optimisation team to get you maximum visibility in Google in the UK and abroad.

In the fierce, complex and heavily regulated wealth space, our search expertise helps M&G, among others, build strong, relevant and appropriate search strategies.

Brand & Content

Cost-effective wealth content strategies that engage and convert

If you are doing it right, a large proportion of your marketing budget is dedicated to your content, so it is important to be strategic in your approach. Our content marketing experts understand how to maximise your content's value across paid, owned, earned and shared media. Let us build your content strategy and the returns and cost savings will speak for themselves.

We've already supported PwC, AXA Wealth and others with rich, relevant content strategies that are audience-appropriate. efficient and engaging.

Some of our work that's transforming the wealth management sector

Wealth management: Transformation case studies

Future-proofing Britain’s biggest mutual society

Royal London

We worked with Royal London to build a more engaging, future-proof brand experience for direct customers and intermediaries.

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Transformation and future-proofing for one of the UK’s biggest pension providers.

Re-platforming with customer experience at the core.

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Transformation plus, for AdviserPlus

How we created scaleable and future-proof information architecture for a leading HR services provider.

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Standard Life

Increasing engagement and retention for pensions

Pension engagement has always been a complex challenge; we partnered with Standard Life to develop a strategy that empowered customers and brought business benefits with it.

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Church House

Finding the path to a dynamic new visual identity

When private wealth management company Church House asked us to refine and reposition their brand, we used dynamic graphics and engaging, story-telling imagery to create an engaging and progressive identity.

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Financial services thought leadership and analysis

Wealth management sector reports and webinars

Financial Services Webinar - March 31, 2020

Fight or Flight Webinar

Martin Jordan, Equator's Innovation & Insight Director, looked at what brands should be doing to survive the COVID-19 pandemic.

Watch Now

Lessons from the 2008 crash

Fight or Flight Report

With the COVID-19 pandemic, we are living through one of the most significant global crises in fifty years. Read our report on what brands should be doing.

Read Report

Transforming wealth management for 25 years

Showcase wealth management clients

We are proud to have many long-standing relationships with businesses of all types in the Financial Services sector. For these brands we've created transformational strategies, game-changing digital services and even built entirely new businesses.

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