New customer expectations around technology and easy access to data, and ever-higher demands for a seamless and simplified customer experience is raising the bar high for Wealth Management firms. With the added complexity of the regulatory environment, firms may face increased cost structures, while finding revenue growth at risk. As a result, it is essential that wealth managers engage in a deep transformation of their business.
Capgemini helps clients transform their wealth management business to a more efficient, sustainable, and digital business model. Our offerings help you:
Capgemini helps financial institutions re-invent their core business model by strengthening customer experience from front to back end with innovative, digital solutions and efficient operations. Our capabilities across the wealth management value chain allow firms to meet the needs of new customer segments generating additional revenue streams and increasing profitability.
Wealth management customers and bankers are leveraging technology to simplify processes and to provide immediate access to information in all areas across the customer life cycle.
Capgemini designs a seamless digital experience for multi-channel, multi-device, and face-to-face interactions. Our leading innovation and design agency develops best-in-class digital services, fully integrating the digital user experience for the wealth management client, the banker, and third-party partners.
The bar is constantly being raised by high net-worth customers. Capgemini implements innovative customer relationship management and customer lifecycle management solutions that improve sales tracking, enhance customer onboarding, and make smart Know-Your-Customer and AI-driven recommendations. We help enhance your portfolio management platform through a comprehensive set of computation engines.
The movement toward sustainability and ESG investing is rapidly gaining momentum, spurred on by banks and asset managers aspiring to be net zero, by the transfer of wealth to Generation Z and their ESG interests, and even regulatory changes.
Capgemini works with wealth managers to commit to a net zero strategy and ESG-aligned new business model, and enable monitoring and results reporting through a solid data foundation. To move quickly and embed sustainability along the entire investment process, we offer ready to deploy assets like ESG datahub, an inventory of use cases, and ESG dashboards and access to an ecosystem of partners across data and platform providers, blended with a dedicated regulatory watch team.
Financial services firms are looking for alternatives to costly, complex and risky technology transformation. To be competitive, they need to gain agility and shorten time-to-market.
We provide financial services institutions a better way to leverage technology enabling modularity and plug & play capabilities with micro services, API, blockchain, quantum, etc. In combination with the delivery of superior customer journeys, this service can be deployed to deliver added value to the business in quick steps, rather than over a long horizon before any benefits are realized.
Make Capgemini your preferred partner in the future of your wealth management enterprise. We can help you to take the forward leap: rethink your business model, reinvent your customer engagement strategies, redefine your customer’s experience, deploy best-in-class digital platform technologies, and assist you along every step of your transformation journey.