WEALTH AND ASSET MANAGEMENT
NAVIGATING NEW DEMANDS
Wealth and asset management firms are working harder than ever to defend and scale their businesses. While global assets continue to increase, the investors who control them are developing new perspectives, returns are becoming harder to achieve, and regulation continues to demand attention. At Capco, we help our clients to overcome these challenges by creating stronger, more valuable connections with customers, intermediaries, and outsourcers, leading to more efficient operations and stronger control environments, and greater scalability.
PRESENTING OUR NEWEST OFFERING
Our Digital Wealth team, a cross-functional collaboration between wealth management experts and human-centered designers, uncovered a way to teach banking customers how to reach a state of financial harmony, leading to increased loyalty, growth, and revenue.
HOW CAPCO SUPPORTED THE DESIGN AND BUILD OF A WEALTH MANAGEMENT PLATFORM
Capco partnered with a global wealth manager to introduce an industry-leading wealth management platform
20 December 2022
SIGNIFICANT CHANGES COMING TO WEALTH AND ASSET MANAGERS COURTESY OF THE SEC'S EXTRAORDINARY REGULATORY PUSH
The SEC has launched a flurry of new proposals over the last 12-18 months to address a wide range of regulatory priorities in the wealth and asset management space. In this series, we look at some of the heightened focus areas that WAM professionals should be aware of.
14 December 2022
WEALTH MANAGEMENT IN INDIA
Our new paper explores how wealth management players in India should respond to compete in an environment being shaped by ever-increasing customer expectations for digital experiences and personalized goal-oriented offerings.
09 November 2022
WOMEN IN WEALTH: CONSUMERS, ADVISORS AND LEADERS OF TOMORROW
Today, women across all industries are underrepresented and underpaid compared to men. It is a huge concern that women are still far from being afforded equal opportunities to take on leadership positions within financial services, and specifically within wealth management. Senior leaders, by definition, are always looking to enhance their firm’s core competencies, particularly when it comes to how prospective employees perceive the culture. The key to long term success is simple: invest in your people and the workplace culture.