Digital Transformation for Financial Services and Asset Management
Financial services firms must combine growth, control and client trust. Routeget connects client, portfolio, risk and finance data so advisers, operations and compliance work from one version of the truth.
30+
clients served
$15M+
Savings Delivered
15+ yrs
Serving the Sector
20+
Projects Delivered
Financial Services: where the market stands today
A fact base for planning. All figures below are third-party research estimates, not Routeget data, and they differ by how each firm defines the market.
Digital, data-driven and regulated
Firms invest in automation and analytics to cut cost to serve while meeting rising regulatory expectations.
About US$33.5 to 35 trillion
Benchmark International sizes the global financial services market in this range for 2024.
About 7.6% CAGR
Benchmark International and Research and Markets project steady growth through the early 2030s.
Cost to serve and control
Automating onboarding, reporting and reconciliation reduces cost while strengthening control.
Sources: Benchmark International; Research and Markets. Figures vary by publisher and definition; verify before external citation. Estimates retrieved October 2026 and subject to each publisher’s definitions; verify against the publisher before citing externally.
End-to-end digital transformation
Strategy, platform selection, integration and data work delivered as one programme.
Regulated finance data models
Accounts, positions, policies and ledgers structured for reconciliation and audit.
Risk and compliance visibility
Controls, approvals and evidence captured as part of the workflow.
Secure integration
Connections between core, channel, reporting and finance systems with strict access control.
Four pressures that shape financial services & asset management operations
These are the recurring problems we see when client onboarding, portfolio, reporting and compliance operations run on disconnected systems.
Fragmented client data
Client information is stored in several systems, so advisers lack a full view.
Onboarding delays
Documents and checks pass between teams without clear status.
Cost to serve
Manual reconciliation and exceptions consume operations teams.
Capabilities built for client onboarding, portfolio, reporting and compliance operations
Pick the area closest to your priority. Each can be delivered on its own or as part of a wider programme.
Hold one trusted record for financial products.
- Customer, account and relationship data in one model
- Onboarding and verification workflows
- Consent and data-protection records
- Service requests and case history
Keep every transaction reconciled.
- Ledger, sub-ledger and reconciliation controls
- Payments, settlements and exception handling
- Period close and consolidation
- Audit trails for every posting
Make controls visible and evidence ready.
- Policy, limit and approval workflows
- Regulatory reporting data preparation
- Monitoring and alert investigation
- Evidence capture for audits
Serve customers and see performance.
- Digital and branch channel integration
- Product and portfolio performance reporting
- Customer profitability analysis
- Forecasting and scenario views
Two scenarios where connected data changes the day-to-day
These are illustrative scenarios that describe the business objective. They are not customer case studies.
Onboarding clients faster
A single workflow collects documents, runs checks and tracks status.
Business objective: shorten time to revenue and improve client experience.
Producing regulatory reports
Consistent data feeds reports with an audit trail.
Business objective: reduce effort and error.
How we approach delivery and evidence outcomes
We do not publish unverified customer figures on industry pages. This is how we make outcomes measurable in an engagement.
Baseline first
We agree the starting measures with you before design, such as onboarding time, reporting turnaround and operating cost ratio.
Delivery in stages
Releases are phased by site and process, so each stage is tested against real operations before the next.
Measured against your targets
Dashboards report the baseline measures from go-live, so benefit is judged on your data.
Examples of Routeget engagements can be discussed in a discovery call, subject to client approval for each reference.
Why Routeget for financial services & asset management
We bring a delivery approach built around the realities of regulatory scrutiny, fragmented client data and rising cost to serve.
Client and regulatory depth
We connect client, product and compliance data so reporting and reviews draw on consistent records.
Integrated, not stitched together
Core, channels, risk, reporting and finance share one data model, so operational and financial records reconcile.
Phased, low-disruption rollout
We plan releases around reporting cycles, regulatory changes and market events to protect service levels.
Data you can act on
Analytics are designed with your operations team, so measures reflect how your plants actually run.
Related reading from the Routeget team
Perspectives on the supply chain, data and integration topics behind this industry.
Why Automating our Supply Chain is Crucial to your Business Success
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Explore adjacent industry practices
Plan your financial services & asset management digital foundation with Routeget
Book a 30-minute discovery to walk through your business lines, funds, advisers and client segments and your priorities with a Routeget industry specialist.
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Financial Services & Asset Management: questions buyers ask us
How do you engage with a financial services & asset management business?
We usually start with a short discovery and a process review of one client segment and its onboarding journey. From there we propose a phased scope, which can be fixed-scope for defined releases or a time-and-materials team for ongoing improvement.
Can you consolidate client data?
We design a consistent client and product model across your systems.
Do you support asset managers?
Portfolio, fee and reporting data are modelled for fund and mandate structures.
Who owns the data and the configuration?
You do. The solution runs in your own environment, and configuration, data models and reports are documented and handed over so your team can maintain them.
How do you approach pricing and timelines?
Pricing and timing follow scope, including the number of products, entities and regulatory regimes. We share an estimate after discovery, with assumptions and exclusions stated, and we confirm timelines only after reviewing your landscape.