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.

    World Wealth Report 2022

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

      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

      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.