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Capgemini - Transforming Wealth and Asset Management Services

Vendor Analysis

by Andy Efstathiou

published on May 16, 2019

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Report Overview:

This NelsonHall assessment analyzes Capgemini's offerings and capabilities in Transforming Wealth and Asset Management Services

Who is this Report for:

NelsonHall’s Transforming Wealth and Asset Management Services Vendor Assessment for Capgemini is a comprehensive assessment of Capgemini’s Wealth and Asset Management Services offerings and capabilities designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of capital market process outsourcing and identifying vendor suitability for Wealth and Asset Management 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 Wealth and Asset Management 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:

In 1997 Capgemini began delivering services to the W&A management services industry for a tier one Canadian bank. The engagement began delivering low cost ITS services from offshore to provide cost reduction benefits. The initial services were focused on ADM and over time the range of services were expanded to higher value ITS services. By 2010, Capgemini’s range of services for W&A managers expanded to include BPS services. Initial BPS services included account set-up, reconciliation, investigations, and redemptions.  

Today, Capgemini delivers both ITS and BPS services to the W&A management industry. It has focused on working with client platforms for platform delivery and third-party platforms for digital technology delivery. It does not offer proprietary platforms for the W&A management industry. In the past few years, Capgemini has expanded its partnership program with third-party product vendors. Two key partnerships include:

  • Fenergo: regulatory compliance. Started 2016 (See Delivery section for more details)
  • Azqore: Private banking functionality. Started 2018. (See Delivery section for more details)

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