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Wealth management and retirement


Wealth management players need new and scalable ways to nurture personalized, convenient, and human-centered client relationship experiences to capture present and future growth. With the continuous evolution of the investment and wealth management industry, the time to transform your business is now.

Wealth management firms must adopt technology to stay competitive and meet growing demands for personalization, data access, and operational efficiency.

New customer expectations around technology and easy access to data, combined with ever-higher demands for a seamless and simplified customer experience, are raising the bar for wealth management firms. As regulatory complexity grows, talent becomes scarce, and ESG pressures rise, firms are also facing increasing costs while struggling to secure future revenue. To address these challenges, firms need to implement wealth management technology solutions that enhance operational efficiency and provide tailored services.

We help wealth management firms navigate this complexity by guiding them through a digital transformation. We have identified five strategic focus areas where we assist our clients in becoming more efficient, sustainable, and digitally advanced businesses, ensuring they stay ahead in the evolving industry.

    Designing an award-winning banking and investment experience

    Building and launching an all-encompassing, best-in-class banking super-app for Odeabank.

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    World Wealth Report 2024

    Intelligent strategies for winning with the ultra-wealthy: Bridge wealth management and family office strengths to fuel growth.

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    Temenos delivery partner of the year

    Recognition for our investment in technology and complex projects delivery with enhanced client impact.

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      Transforming wealth management for a digital future

      Our tailored solutions enable wealth management firms to embrace innovation, enhance client experiences, and streamline operations for long-term success.

      Provide new value to your ultra-high-net-worth clients.

      While a range of industry changes are reshaping family offices, such as shifting asset allocation preferences and new investment avenues, banks need to keep pace with their family office clients’ complex needs. When embracing digitalization and technology-driven transformation, banks have a unique opportunity to deliver enhanced services and cyber resilience to their clients. Our family office advisory empowers you to craft a range of new services that meet the evolving needs of your most valued clients.

      Gain the edge in client attraction and retention.

      As customer expectations and new competitors with low-cost, niche, digital offerings continue to impact the market, wealth managers are challenged with retaining and acquiring clients. To succeed, firms must undergo a digital transformation to enhance customer experience. With our support, banks and wealth management firms can design optimal client journeys, blending client-advisor touchpoints with seamless omnichannel tools and innovative technology solutions like digital document management and e-signature platforms.

      Empower your RMs to achieve deeper levels of client personalization.

      Ensuring intimate and tailored customer experiences by relationship managers (RMs) requires a multi-faceted approach. By integrating technology, data, and client goals, our Intelligent Advisor and Augmented RM solutions create a 360-degree view of clients. With enhanced Know-Your-Customer processes and AI-driven advisory, powered by digital transformation, RMs can provide relevant and personalized advice that aligns with every client’s ambitions and goals.

      Simplify your collaboration with partners.

      The pace of technological transformation has left many investment wealth management firms and their fintech partners with a variety of systems at different levels of compatibility. Capgemini’s Wealth Ecosystem offers a seamless digitalization strategy by providing a handpicked set of fintech services, all pre-integrated into one end-to-end service stack. Whether on-premises or on-cloud, our modular solution offers flexible options for IT and operations transformation, enabling firms to optimize their use of wealth management technology while ensuring cohesive control over operations without disrupting core systems.

      Unlock the future of wealth management with Capgemini

      Explore our cutting-edge solutions designed to accelerate your wealth management transformation. Contact us to learn how we can enhance your operational efficiency and elevate client experiences.

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      Research and insights

      Point of view

      Gaining HNWI market share: Embracing AI-powered behavioral finance
      Capgemini Research Institute

      Wealth management top trends 2024
      Point of view

      Capturing wallet share: Delivering on the UHNWI top 10 list

      Client stories

      Designing an award-winning banking and investment experience for Odeabank

      Building and launching an all-encompassing, best-in-class banking super-app.

      Read more

        International banking group grows customer engagement with investment research platform

        Revenue growth driven by attracting more customers through a customer-centric digital research platform.

        Read more

          Meet our experts

          Helen Jensen

          Vice President, Capgemini Invent Sweden-Finland | Head of Insurance
          Helén is a Vice President at Capgemini Invent, Sweden & Finland, where she leads the insurance practice – a part of the global Capgemini Invent banking and insurance industry. She has over 25 years of experience in leading and managing transformation programs at insurance companies, banks and corporations. She has lead mergers from the beginning of the deal to the integration phase, run efficiency and development programs, and developed finance functions.

          Anne Lind

          VP & Community Lead, Capgemini Invent
          Anne Lind has extensive experience in growing and leading businesses and professional services. During her career, she has worked as a trusted advisor to several global, Nordic, and Finnish companies on their various management and leadership challenges as well as large transformations. The experiences have shaped Anne into a savvy professional working together with C-level executives and board members, having a deep understanding of sustainable business transformations and skilled in architecting operating models, defining, and implementing new ways of working, and accelerating top-line growth as well as improving bottom-line and driving restructuring.

          Tea Silander

          Head of Financial Services Finland
          Tea has 20 years of experience in IT, mostly with Banking and Financial Services industry. She has held various positions giving her cross-cutting understanding of the market and ability to navigate both business and technical discussions. She has been advising and shaping solutions for Finnish and Nordic clients, building her an extensive exposure with technology led digital transformation of the industry. Her heart lits with the opportunities to leverage data and emerging technologies for business development. Her core expertise is with investment services and products, being an active investor since the last 25 years.

            Awards and recognition

            Capgemini Named Horizon 3 Market Leader in HFS AWM Report 2024

            Capgemini excels in asset and wealth management with deep expertise, innovation, and global delivery, earning Horizon 3 Market Leader status in HFS report.

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            Our partners for wealth management technology solutions

            We collaborate with leading technology providers to drive transformation in wealth management, helping clients streamline operations and offer personalized, data-driven services through innovative technology.

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