Self-Service in Wealth Management: Remaining Competitive

Publish date:

Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get […]

Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get information without interacting with a representative. This paper looks at self-service in wealth management and examines the impact to deliver a forward-looking cross-channel client experience.

self-service_in_wealth_...

File size: 590.52 KB File type: PDF

Related Resources

Universal Banking

Capgemini’s Universal Banking Solution unifies customer interactions across the bank’s lines...

Premier Service

Capgemini’s Premier Service Solution combines self-service capabilities with an end-to-end...

Compliance and Onboarding

Capgemini’s Compliance and Onboarding Solutions built on Salesforce Financial Services Cloud...