Capital markets

Helping the world’s biggest investment banks and asset and wealth management firms to transform their operations and client experience. 

Digital core, personal touch

The challenge for capital markets is to modernize operations, automate front and back-office process and convert data cost-effectively into insight, while maintaining high levels of personalization for specific high net worth individuals and major corporate clients. The need is to free up wealth advisors, asset managers and investment specialists from low-level activity and generate greater client-facing time, using the latest digital services and tools.


Imagine if you could create a pitch book in record time. Imagine if you could increase efficiency at scale to target lower wealth segments at reduced fees. Imagine if you could ingest the latest market data and identify acquisition targets in minutes. Imagine if you could adopt AI copilots to augment staff productivity.


Imagine no longer. Generative AI has provided opportunities to tackle these issues head-on. Together, let’s make the most of it.

Investment banking: reduce cost and complexity
Modernize and eliminate legacy
Digitize the operating model to make it cloud-based and real-time while enhancing data and analytics use.
Manage data to drive insight
Leverage data strategically and safely for management direction and customer insight.
Apply automation intelligently
Take advantage of thoughtful automation to reduce costs, employee workload and operational risk.
Wealth management: client-driven transformation
Develop end-to-end digitization
Free-up advisors for higher-value engagements and provide cost-effective digital services for clients. 
Increase client customization
Deploy data strategies for specific customer segments and personalized investment advice.
Leverage generative AI
Augment personalized engagement with AI advice and send real-time life event alerts.
Asset management: digitization and data
Streamline asset management
Explore AI, automation and analytics solutions to create cost savings and drive operational flexibility.
Personalize at scale
Use AI to drive quick, data-driven client experiences and streamline sales processes.
Empower your workforce
Seamlessly balance human and digital engagement intelligently into the customer journey.
Private markets: the digitally enabled firm
Operational excellence as the norm
Realize efficiencies, reduce costs and discover new ways of working using cloud, AI and automation.
Harness data analytics
Leverage analytics for deal-making at speed and enhance CRM with data-driven tools.
Digitize the investment process
Summarize data using AI and use real-time data analysis to identify investment targets.

Our capital markets solutions

Investment banking: reduce cost and complexity
Modernize and eliminate legacy
Digitize the operating model to make it cloud-based and real-time while enhancing data and analytics use.
Manage data to drive insight
Leverage data strategically and safely for management direction and customer insight.
Apply automation intelligently
Take advantage of thoughtful automation to reduce costs, employee workload and operational risk.
Wealth management: client-driven transformation
Develop end-to-end digitization
Free-up advisors for higher-value engagements and provide cost-effective digital services for clients. 
Increase client customization
Deploy data strategies for specific customer segments and personalized investment advice.
Leverage generative AI
Augment personalized engagement with AI advice and send real-time life event alerts.
Asset management: digitization and data
Streamline asset management
Explore AI, automation and analytics solutions to create cost savings and drive operational flexibility.
Personalize at scale
Use AI to drive quick, data-driven client experiences and streamline sales processes.
Empower your workforce
Seamlessly balance human and digital engagement intelligently into the customer journey.
Private markets: the digitally enabled firm
Operational excellence as the norm
Realize efficiencies, reduce costs and discover new ways of working using cloud, AI and automation.
Harness data analytics
Leverage analytics for deal-making at speed and enhance CRM with data-driven tools.
Digitize the investment process
Summarize data using AI and use real-time data analysis to identify investment targets.

Our industry expertise

Client stories

traveller
Avanade delivered a Power BI solution that allows GLP to automate reports and calculations for monthly metrics and rate changes to reduce time and errors.
working
A rapid digital transformation at Rathbones established new, flexible ways of hybrid working for employees.

Expert spotlight

Meet our expert
Paolo Aiello

Global Financial Services Industry Lead 

Blog
Blog
Private equity: Why an integrated ecosystem is a must have

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Report
Report
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See how banks and financial institutions are under increasing regulatory pressure to track their ESG progress.

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Doing what matters starts here

Tell us more about your challenge or need and we will connect you to the right Avanade expert to help you.

How can we help?

Press Contacts

North America

NA-PR@avanade.com

Europe and Middle East (EME)

EME-PR@avanade.com

Growth Markets

GM-PR@avanade.com

Headquarters

North America
Global Headquarters
1191 Second Avenue
Suite 100
Seattle, WA 98101
Europe

30 Fenchurch Street

London

EC3M 3BD

Growth Markets
Singapore Headquarters
Avanade Asia Pte Ltd
250 North Bridge Road
#30-03 Raffles City Tower
Singapore 179101