OUR APPROACH
Transforming client experiences: Evelyn Partners’ digital innovation journey
Mar 31, 2025
Wealth & asset management
Younger investors demand real-time insights and personalised strategies, pushing asset managers to rethink how they engage with clients. Technology, once secondary, is now central to driving innovation and creating value. At Credera, we help organisations navigate change using real-time data, advanced analytics, and AI to deliver tailored solutions and unlock new revenue streams.
Point Of View
Strategic technology and business transformation.
Successful organizations need to bridge the gap and offer customers both traditional relationship-based services in private wealth management and new market entry solutions designed to offer a digital-based experience. Credera collaborates on strategic transformation that is supported by modern engineering and delivery practices to enable hybrid ways of engagement.
![[I3-FW] AdobeStock 85619102](https://images.ctfassets.net/76f8cs5bg9si/2iy2XYbU0dbcZvJEgXbxzz/60393bf0f18ffb3b034d3dd533ca0353/AdobeStock_85619102.jpeg?w=1600&h=1066&q=90&fm=webp)
Improving client experience
Wealth management organizations need to be proactive to client needs by focusing transformation efforts on outcomes that directly improve client experiences. By providing a unified customer view, wealth organizations can empower customers by giving them the information they need, when they need it.
77%
of clients indicated a complete online view of financial position is important or very important.
A hybrid approach to client engagement
Across the wealth management sector there is an increasing desire to provide clients with a hybrid model of digital self-service up to full relationship management.
High-quality data: Utilize customer data to design processes, from risk management profiles to communications preferences.
Cloud-first strategy: Drive efficiency, agility, and innovation with modern engineering and cloud-first architecture.
Agile program delivery: Embed modern engineering practices at scale and adapt to changing customer needs.
Streamline back-office operations
Improve operations by focusing automation where it helps minimize time-consuming manual processing. Build processes that increase fraud detection, develop straight through processing, and augment decision-making to improve ways of working behind the scenes.
Navigating the future: AI’s impact on wealth management firms
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Industry approach
We help transform your business through technical and business agility.
Credera helps wealth management customers map out their clients’ journey end-to-end and understand how technology can best enhance their services. We design cloud-based platforms that modernize their client offerings and use agile ways of working to accelerate delivery.
How We Can Help
Experience the difference.
At Credera, one of our core values is integrity. A core ethos across our customer engagements is the transition of knowledge and skills. We introduce agile ways of working and embed these into customers’ own teams to ensure we leave a lasting legacy for them to continue development on future offerings without us.
We call this the Credera Difference, and we invite you to hear directly from some of our clients about their experiences working with us. As the wealth management industry faces convergence and consolidation, we support our customers with integrations that make the most of their technology today and position them for future growth.
Explore how we helped a leading wealth management and professional services firm implement a complex data integration solution to deliver a new client portal.
Together with Credera, we have delivered a credible online investment platform that strikes a unique balance between core self-directed investment capability with the new digital features and the ability to book appointments and talk to an investment coach (like a mid-way step between entirely self-sufficient and an investment adviser). There is growing interest in solutions like Bestinvest, and the foundations we now have using cloud infrastructure and modern tools and technologies gear us up perfectly for an exciting new chapter as Evelyn Partners.
Dan Belshaw
Former Chief Transformation Officer, Evelyn Partners
OUR APPROACH
OUR APPROACH
Our Experts
We’re available to talk—and here to help.
At Credera, we’re only as good as our people, and we bring a highly skilled and diverse set of experts together for the benefit of our clients.
Ray Panditharatna
Managing Director
London
Matthew Maguire
Principal
Niyati Srivastava
Managing Director
London
Paolo de Vito
Managing Director
Services
Explore our offerings in the wealth & asset management industry.
We work closely with our wealth management customers to understand their unique needs, desired objectives, and the nuance of their problems to develop strategies and programs that achieve great results.
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