Integrated Wealth management

Capgemini helps financial institutions reinvent their core business model by strengthening customer experience from the front end to the back end, with innovative, digital solutions. We can help you increase profitability through more efficient strategy execution and operations. And our capabilities across the wealth management value chain also allow firms to meet the needs of new customer segments, generating additional revenue streams and increasing market share.

Wealth management customers and bankers are leveraging technology to simplify processes and to provide immediate access to information in all areas across the customer life cycle. Capgemini designs a seamless, digital experience for multi-channel, multi-device, and face-to-face client experiences. We will help you deploy new tools for better digital interactions, including digitizing documents and facilitating e-signatures.

Our leading innovation and design agency can develop best-in-class omni-channel user interfaces, touch points, and journeys – fully integrating the digital user experience for the wealth management client, the banker, and third-party partners.

The bar is constantly being raised by high net-worth customers. Capgemini implements innovative customer relationship management and customer lifecycle management solutions – focusing on improved and comprehensive IT-front office platforms — that improve sales tracking, enhance customer onboarding, and make smart Know-Your-Customer and AI-driven recommendations. We can also help enhance your portfolio management platform through a comprehensive set of computation engines.

The movement towards sustainability and ESG investing is rapidly gaining momentum, spurred on by industry players, increasing client pressures, and even regulatory changes. Capgemini works with wealth managers to commit to a net zero strategy and ESG-aligned new business model and enable monitoring and results reporting through a solid data foundation.

To move quickly and embed sustainability along the entire investment process, we offer ready to deploy assets like an ESG datahub, ESG dashboards, and access to an ecosystem of data and platform partners, supported by a dedicated regulatory watch team.

Financial services firms are looking for alternatives to costly, complex, and time-consuming technology transformation. Capgemini can help you choose and implement the right model – a full shared platform WaaS with low customization, a hybrid WaaS comprised of off-the-shelf solutions and co-constructed bespoke satellites, or even a tailor-made private WaaS – for your business.

In addition to quickly enabling superior customer journeys, this service can be deployed to deliver tangible added value in quick steps, rather than over a long horizon before any benefits are realized.