Wealth management and retirement

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

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.

    World Wealth Report 2024

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

    Temenos delivery partner of the year

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

      How can we help

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

      While a range of industry changes are re-shaping family offices, such as shifting asset allocation preferences and new investment avenues, banks need to keep pace with their family office clients’ complex needs.

      From strategy to technology and even cyber resilience, banks have a unique opportunity to bring a wealth of benefits to their clients. Capgemini’s Family Office Advisory empowers you to craft a range of new services that satisfy the needs of some 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 do this, they need to re-think their customer experience strategies and design.

      With our support, banks and wealth management firms can design optimal client journeys, blended with client-advisor touchpoints, seamless, omnichannel tools, and digital document and e-signature solutions.

      Empower your RMs to achieve deeper levels of client personalisation.

      Ensuring intimate and tailored customer experiences by relationship managers ( RMs) requires a multi-faceted approach. By merging data, client goals and personalised interactions, our Intelligent Advisor and Augmented RM offer builds a 360-degree view of clients.

      With enhanced Know-Your-Customer and AI-driven advisory, RMs can ensure they provide relevant advice to match the ambitions and personal goals of every client.

      Simplify your collaboration with partners.

      The pace of technological transformation has left many wealth management firms and their fintech partners with a variety of systems at different levels of compatibility. Wealth Ecosystem provides you with a handpicked set of fintechs and services, all pre-integrated into one end-to-end service stack. Fully modular and composable, your ecosystem gives you cohesive control over your operations, without the need to interrupt your core systems. Whether on-premises or on-cloud, we provide a variety of options for IT and operations transformation.

      Meet our experts

      Nilesh Vaidya

      Global Head of Banking and Capital Markets practice

      Abhishek Singh

      Expert in Wealth Management and Investment Management

      Tej Vakta

      Expert in Capital Markets & Wealth Management

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