Wealth management players need new and scalable ways to nurture personalized, convenient, and human-centered client relationship experiences to capture present and future growth. The time to transform your business is now.

New customer expectations around technology and easy access to data, and ever-higher demands for a seamless and simplified customer experience are raising the bar high for wealth management firms. And with increasing complexity in the regulatory environment, a fierce talent war, and rising ESG expectations, firms may face increasing cost structures while finding revenue growth at risk.

How can wealth managers best achieve long-term growth? Capgemini has identified five strategic focus areas, highlighted below, where we can help wealth management clients transform to a more efficient, sustainable, and digital business model.

World Wealth Report 2023

Unlock growth in wealth management: Empowering relationship managers and serving the affluent.

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.

Meet our experts

Nilesh Vaidya

Expert in AI, Blockchain, Retail Banking

Abhishek Singh

Expert in Wealth Management and Investment Management

Tej Vakta

Expert in Capital Markets, Wealth Management

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