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. 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 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 personalization.

      Ensuring intimate and tailored customer experiences by relationship managers ( RMs) requires a multi-faceted approach. By merging data, client goals and personalized 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

      Marie Wattez

      Global Head of Private Banking & Wealth Management

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