Wealth management

The world of wealth management is undergoing tremendous change. We can help you transform your business models to explore engagements beyond investment advice, and take the lead.

With a massive demographic shift, we’re seeing a brand-new customer – much younger, more diverse, and technologically savvy. The advisors and the crew, too, now belong to a new generation, disrupting traditional wealth management approaches.

With the new generation come newer ways of handling wealth. Embracing an open ecosystem of partners and alliances is critical to your success. We help elevate your investor experience, empower your advisors, and help you achieve operational excellence.

To learn more, contact us at wealth@capgemini.com.

    How financial institutions bridge the martech gap with bigtech

    Improve customer-centricity.

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    World Wealth Report 2022

    Customer-first strategy, putting the client at the heart of wealth management.

    Read the report

      What we do

      With tailored AI and ML-based engines, we enable your advisors to focus on the next best actions.

      Advisors are core to wealth management operations.

      We can help enable your advisors so that, instead of focusing on operational complexities, they can dedicate their time to nurture and maintain client relationships with:

      • Advanced advisor segmentation
      • Advisor desktop transformation
      • Wealth platform modernization.

      The back and middle office, running in full efficiency, are core to the business success of wealth management firms.

      To ensure profitable growth, we can help with:

      • Digital contact centers
      • Intelligent automation of processes
      • Regulatory compliance and risk management
      • Fraud and privacy management
      • Virtual administration.

      Achieve a hyper-personalized, end-to-end, and seamless experience for investors across their day-to-day transactions and experience points.

      We can help you elevate your customer experience with:

      • Smart marketing and acquisition
      • Onboarding and journey optimization
      • Financial life planning
      • Segmentation and loyalty management.

      We enable firms to maximize the value of firm-advisor-investor interactions by gaining intelligent actionable insights into financial advisors’ behavior.

      Capgemini’s AAI solution focuses on understanding advisors’ personalities, behaviors, preferences and values etc in the context of the firm and investors. This helps to promote evidence-based best practice behavior by providing predictive, prescriptive, and proactive actionable insights.

      Capgemini provides all the elements to support ideation, piloting through implementation of AAI for various journeys across advisory lifecycle (either on-cloud / on-premise or IaaS). This includes:

      • Strategy and ideation
      • AAI roadmap and business case
      • Accelerated pilot
      • AAI sandbox
      • AAI insight exchange
      • AAI platform implementation.

      Download our brochure

      Augmented Advisor Intelligence

      Discover our solution on video.

      Research and insights

      Point of view

      Investing in trust: Sustainability strategies for retail banks
      Report

      TechnoVision 2022: Financial Services
      Analyst view point

      Tech-powered growth: How financial institutions can bridge the martech gap with bigtech
      Point of view

      Equipping financial services for the ESG era
      Point of view

      Accelerating growth: How banks can fast track customer personalization

      Partners