Financial Advisor Desktop

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The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities and assess client mood. Leveraging […]

The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities and assess client mood. Leveraging the Salesforce Financial Services Cloud for Wealth, the Financial Advisor Desktop improves client satisfaction, producer productivity and morale while maintaining compliance in an increasingly regulated environment.

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