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Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

CGI- Next Generation Wealth and Asset Management Operations Services

Vendor Analysis

by Andy Efstathiou

published on Nov 03, 2017

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Report Overview:

This NelsonHall vendor assessment analyzes CGI's offerings and capabilities in Next Generation Wealth and Asset Management Operations Services.

Who is this Report for:

NelsonHall’s Next Generation Wealth and Asset (W&A) Management Operations Services vendor assessment for CGI is a comprehensive assessment of CGI’s next generation W&A services offerings and capabilities designed for: 

  • Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for W&A services RFPs 
  • Vendor marketing, sales and business managers looking to benchmark themselves against their peers 
  • Financial analysts and investors specializing in the support services sector. 

Scope of this Report:

The report provides a comprehensive and objective analysis of W&A operations services offerings, capabilities, and market and financial strength, including: 

  • Identification of the company’s strategy, emphases and new developments 
  • Analysis of the company’s strengths, weaknesses and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and key service components
  • Analysis of the company’s delivery organization including the location of delivery locations.

 

Key Findings & Highlights:

This NelsonHall assessment analyzes CGI’s offerings and capabilities in  W&A operations services. CGI is one of a number of W&A operations services companies analyzed in NelsonHall’s comprehensive industry analysis programs.  

CGI’s Financial Services segment is its third largest segment by revenue; it has ~16k employees and 2.5k financial institutions as clients. Wealth management services and software is important to this segment, due to
its global nature. CGI’s proprietary platform, Wealth360, maintains ~$1.5 trillion in assets with clients that range from boutique investment managers to some of North America’s largest financial institutions. CGI has been focused on consulting and IT services within the financial services sector.  

CGI started in the wealth and asset (W&A) services business in the late 1990s with the acquisition of a fund accounting services business. In 2001, it acquired Star Data, which provided a portfolio software product. CGI used these acquisitions to start its W&A services with a focus on consulting, implementation, and proprietary product sales. CGI does not provide BPS services to the W&A management industry. 

Table of contents:

Table of contents:

  • Background
  • Revenue Summary
  • Key Offerings
  • Delivery Capability
  • Products and Partnerships
  • Pricing and Contracts
  • Target Markets
  • Strategy
  • Strengths and Challenges
  • Strengths
  • Challenges
  • Outlook

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