Wealth Management / Technology & Operations benchmarking

Technology & Operations benchmarking

BCG Expand’s Technology & Operations Benchmarking gives you a granular view of how efficiently your Operations and Technology spend supports your wealth management business.

Why Technology & Operations Benchmarking

  • ✔Gain a granular view of how efficiently your Operations and Technology spend supports your wealth management business
  • ✔Identify areas of under investment
  • ✔Uncover root causes of inefficiency, such as fragmented systems, manual workarounds, or low straight-through processing rates, with insights that go beyond headline ratios
  • ✔Gain detailed visibility into workforce models, sourcing strategies, and location mix to guide decisions on offshoring, automation, and organisational design

Methodology

Kickoff & Scoping

BCG Expand data specialists confirm the questions to be answered, agree the timetable, identify the key systems and data sources to connect to, and define the peer set for comparison

Data Collection & Validation

We pull raw data from your Management Information Systems (MIS) and translate it into a standardised taxonomy

Benchmarking & Insight Delivery

The tailored results pack highlights the most important variances versus peers and the key areas where further investigation or action is warranted

Impact Metrics

+$1.4tn revenues benchmarked annually
+$750bn costs benchmarked annually
+$50tn Assets Under Management (AUM) across wealth management
97 markets assessed in BCG’s Global Wealth Market Sizing, covering 99% of global wealth
130+ annual participants in BCG’s Performance and Cost Benchmarking

Case Studies

Global Wealth Manager – Technology Cost Efficiency

A global wealth manager leveraged our benchmarking to understand run-cost inefficiencies and the impact of legacy systems. The results informed a multi-year modernisation programme aimed at reducing fragmentation, strengthening scalability, and rebalancing change vs run spend.

Leading Wealth Manager – Integration After M&A

Following multiple acquisitions, a leading firm faced rising system complexity and operational friction. Our assessment identified 25–40% cost-saving opportunities across technology, operations, and market data, enabling leadership to streamline systems and simplify the operating model.

Insights

"BCG Expand's benchmarking gave us clarity on where to focus our strategy. The insights into global wealth segments helped refine our priorities and uncover high-potential markets."

Head of Strategy Global Financial Services Firm

"The analysis provided the confidence to invest in modernising our legacy technology, even in a cost-cutting environment. It's delivered long-term savings and far greater transparency.”

Chief Operating Officer Global Wealth Manager

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