EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.
At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.
The winners in today’s wealth and asset management industry are those firms that best leverage data and technology – having a good product to sell is no longer enough.EY teams use their sales and marketing industry experience, technology and innovation capabilities, and strategic alliances to help clients improve transformation and drive growth.
Why EY sales, marketing and distribution?
We take a comprehensive approach to help clients solve complex problems, using our deep experience of business and technology to help deliver innovative solutions.
We understand how wealth and asset managers can harness the full potential of emerging technology – like the ways in which artificial intelligence can improve efficiency, enhance personalization and provide new insights.
We can help provide service from helping you evolve your marketing and distribution strategy to implementing it, to operating technology platforms for you.
Your sales and marketing transformation and acceleration partner
EY has a proven track record and a dedicated team focused on improving and transforming all aspects of your growth agenda.
Four key drivers of growth
EY sales, marketing and distribution teams take a detailed approach, leveraging their industry experience, innovation capabilities and strategic partnerships with leading technology providers to drive growth across four main areas:
CRM modernization
Sales technology and workflow optimization
Channel expansion and optimization
Advisor platform integration
Digital transformation
Next best action
Client account opening and onboarding
Data privacy and protection
Marketing technology and operations
Regulatory compliance and reporting
Personalization at scale
Data optimization and governance
Product competitor benchmarking
“Voice of the client” and “Voice of the advisor” development