Reimagining tomorrow’s wealth management

We’re on the brink of the largest wealth transfer in history with over $50 trillion moving into the hands of Millennials and Gen Z. These digital-first investors expect more: faster insights, hyper-personalized advice, and seamless experiences.

But most wealth management firms are still stuck juggling dozens of tools, manual workflows, and fragmented data. That’s where Capgemini’s A³ solution comes in.

A³ is a next-gen advisory platform powered by agentic AI. It’s designed to help advisors work smarter, not harder.

With A³, you can:

• Cut advisor prep time by up to 30% with automated meeting orchestration
• Boost advisor capacity by up to 7x through real-time co-intelligence
• Deliver personalized, dynamic insights across every client interaction
• Automate compliance, onboarding, and risk tasks with autonomous agents
• Transform contact centers and desktops into intuitive, AI-powered workspaces

From reducing 500+ second call times to streamlining 180+ applications into a single advisor interface, A³ is already transforming how leading firms operate—and how clients experience wealth management.

Download the full solution paper to explore how A³ can help your firm lead the next era of intelligent advisory.