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Capgemini - Transforming Wealth & Asset Management Services 2021

Vendor Analysis

by Andy Efstathiou

published on Jun 25, 2021

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Report Overview:

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

Who is this Report for:

NelsonHall’s Transforming Wealth & 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 intelligent automation processes 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:

Capgemini began delivering ITS services to the W&A management industry in 1998 for a tier-one Canadian bank. By 2010 Capgemini had begun delivering BPS services to W&A managers. By 2015 Capgemini had begun actively working with many third-party W&A solution vendors, including Fenergo and Azquore.

Today, Capgemini is focusing its W&A services business on:

  • Investor experience and advisor empowerment
  • Open ecosystems: creating marketplaces for Wealth Techs and products
  • Enabling mass affluent offers: new wealth offers and distribution channels

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