Wealth management and retirement

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.

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.

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.

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.