Accenture announced it has invested through Accenture Ventures in GoUpscale, a content engagement technology company that helps wealth management companies across Asia reinvent client engagement strategies and elevate digital communications.
Wealth management is improving and clients now expect more than static reports and generic financial updates. And wealth management firms expect relationship management employees to drive most of their growth. So relevant and invigorating client experiences, especially through digital channels, are becoming vital for business growth.
GoUpscale’s AI-based technology transforms traditional material creation and delivery, such as brochures, fact sheets, and market insight reports, into interactive, digital-first experiences that capture attention, command engagement, and deepen client relationships.
This investment and collaboration with Accenture will help GoUpscale expand into new markets and take advantage of Accenture’s generative AI expertise, industry experience, and data assets. The two companies will also help wealth management firms create relevant, personalized communications and meaningful client experiences. Accenture’s research also found that this targeted, accessible content could bring in as much as a 6–8% annual increase in revenue for wealth management companies, worth tens of millions of dollars.
GoUpscale will join Accenture Ventures’ Project Spotlight, a vertical accelerator for data and AI companies. Project Spotlight offers extensive access to Accenture’s domain expertise and enterprise clients, helping startups harness creativity and deliver on their technology’s promise.
The terms of the investment were not disclosed.
KEY QUOTES:
“Engagement through virtual touchpoints is key for an increasingly connected, digitally native client base. With relationship managers remaining one of the most important channels for clients, firms need to scale human touch without scaling cost. The investment content solution from GoUpscale empowers relationship managers to deliver personalized content that transforms everyday interactions into meaningful moments of connection and value.”
- David Wilson, who leads Accenture’s wealth management practice in Asia
“The content landscape for wealth management firms is evolving quickly, and our technology is helping them stay ahead of this transformation. The investment from Accenture will allow us to further scale our AI capabilities, refine our platform, and bring our solutions to more firms seeking to enhance their client engagement strategies.”
- Dominic Gamble, CEO and co-founder, GoUpscale
“The pervasiveness of generative AI is inspiring new ideas and possibilities in creating and delivering content in a format that customers prefer. Clients expect seamless, digital interactions and GoUpscale’s technology has the potential to revolutionize how wealth managers share the insights that build trust and value.”
- Tom Lounibos, global lead, Accenture Ventures
