Executing IT Innovation Flawlessly at a Global 500 Bank

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Wealth Management

“OTOBOS” (on-time, on-budget, on-schedule)

The leaders of one of the world’s largest wealth management banking divisions needed to ensure flawless IT program execution to keep clients and advisors happy.

In the wealth management industry, banks and brokerages are in a constant arms race with each other to grow and retain their client-base of high and ultra-high net worth individuals. Financial Advisors, the face of these financial services institutions, need cutting edge financial products and enabling technology to keep their demanding clients satisfied. With this in mind, one of the world’s largest managers of private wealth partnered with UMT to optimize the execution controls and reduce the delivery risks of a $150 million “change the bank” IT project portfolio.