Investment Management

Investing in You

With today’s turbulent economic climate, wealth and asset management are at top of mind for our client’s and their investments.  Apex’s Investment Management industry team understands the forces driving both regulatory and economic changes and works with our clients to ensure their workforce has the right skillsets that enable better business practices.  We support all units of business including investment management, private wealth management, advisory services, asset management, sales and trading, investment and market research, back office operations, client services, compliance and risk management, reporting and analysis, as well as trade operations and support.

Investing in You
Through our Digital roadmap we will help you achieve your business objectives.

Think Mobile First

Mobile banking pervasive and seeing a huge growth in demand for mobile features like mobile app/ATM withdrawals, budgeting and custom bill pay events.

Advise with AI

AI adoption is spreading across the Wealth and Investment Management industry to assist clients and advisors with portfolio optimization, success prediction, and smart assistants.

Connect with FinTech

Investment services must be available via web and mobile applications and also seamlessly integrate with 3rd party digital and data services like personal finance and budgeting.

Secure Data & Transactions

Fraud detection and cybersecurity is top of mind for investment services supported by features like biometric authentication or secure transactions supported by blockchain.

Personalize the Experience

Customers demand an intuitive and frictionless journey with content that is personalized specifically for their needs like custom dashboards and voice recognition.

View Our Work
Explore how we deliver digital transformation for our clients.
/insights/rpa-pilot-finance-process-automation
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RPA Pilot - Finance Process Automation
Pension fund pilots and launches an innovative automated banking platform.
Case StudyInvestment Management
/insights/identity-access-management
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Identify Access Management
Identity Access Management
Identity Access Management implementation results show significant cost savings.
Case StudyFinancial Services
/insights/complexity-assessment
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Complexity Assessment
Financial firm assesses their database and application complexity.
Case StudyInvestment Management
What our Clients Say
"Apex is a strong resource provider in our space and has the knack of identifying the best and most appropriate resource for the position needed."
Canadian Multinational Investment Bank

Leadership

Chip Kakas
Director of National Accounts, Consumer Banking and Wealth Management Industry

Chip has had sustained sales success within strategic accounts and has grown the investment management industry on a national basis, understanding how market trends affect the industry and proactively providing solutions to meet clients' needs.