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Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

Quantiphi - Transforming Wealth and Asset Management Services

Vendor Analysis

by Andy Efstathiou

published on May 09, 2024

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Report Overview:

This NelsonHall vendor assessment analyzes Quantiphi's offerings and capabilities in wealth and asset management services

Who is this Report for:

NelsonHall’s ‘Transforming Wealth and Asset Management Services’ profile on Quantiphi is a comprehensive assessment of Quantiphi’s offerings and capabilities for the wealth and asset management sector, designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of technology and operational services and identifying vendor suitability for wealth and asset management services in RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the support services sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of Quantiphi’s BFS-focused wealth and asset management service offerings and capabilities and market and financial strength, including:

  • Identification of the company’s strategy, offerings, and new developments
  • Analysis of the company’s strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and Quantiphi service components
  • Analysis of the company’s delivery organization including the location of delivery centers.

Key Findings & Highlights:

Quantiphi delivers its clients solution design, engineering, implementation, and managed services. Financial services is its largest industry. Quantiphi has been providing services to the W&A sub-industry since its inception in 2013, initially focusing on data and AI services. When COVID hit the W&A industry, Quantiphi rapidly expanded its cloud migration services business.

In the past year, Quantiphi’s W&A business has grown 50%. It added two partnerships in 2023:

  • Nvidia: developing digital avatars for enhancing customer and employee experience using LLMs. Quantiphi believes these avatars are a significant differentiator in this marketplace  
  • Snowflake: to co-develop solutions for the W&A industry in cloud-delivered data and will launch them in the summer of 2024. 

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