Success Stories: Wealth & Investment Management

When financial services institutions come to us with their challenges, they expect us to cut through complexity and add genuine value. We respond with effective solutions delivered by financial services professionals who are distinguished experts in their fields. Our clients recognize and value the Capco difference – front-line experience, distinctive insights, and a total commitment to success.

Case 01

U.S. Bank

Capco helps U.S. bank’s wealth business with CRM application and technology assessment

With more than 6,000 locations in the United States, this client offers banking, mortgage, credit card and insurance products to its customers. The wealth management arm consists of more than $100 billion in assets under management.

Confronting Challenges
Our client’s user base was increasing in size and wanted Capco to provide a blueprint for the future state as well as recommendations on how to improve its governance and end-to-end management processes.

We identified productivity and functionality opportunities based on customer relationship management (CRM) and wealth management industry trends. Then, we developed blueprints of the future state business and technical architectures and identified gaps to be addressed. Finally, we recommended a governance process and improvements to the product management and system development processes.

Key Benefits

Recommendations to improve efficiency that incorporate best practices
Blueprints of the future state conceptual business and technical architectures provide management with the necessary information to create a long-term road map for relationship management system enhancements

Case 02

U.S. National Bank

Capco assists U.S. bank in enterprise rewards strategy development

With branches located throughout the United States, this bank provides a variety of consumer and commercial financial services to its customers.

Confronting Challenges
The bank wanted to create a three- to five-year strategic vision and develop a tactical road map of prioritized business initiatives to expand the depth and breadth of its rewards program and organization.

Capco assessed the rewards competitive landscape and market trends. We then created tactical high-level and detailed road maps based on a capability development model that identifies interdependencies, milestones and expected outcomes. A future state target model was defined that articulated the future state business architecture, identified impacts to technological platforms and supported outsourcing decisions.

Key Benefits

Targeted operational structure and model allows a consistent customer experience, greater efficiency and improved ability to adapt
Validation of broad support for an enterprisewide rewards program across the organization for managing customer relationships and loyalty
Road maps with prioritized initiatives that provide the bank with an approach and framework to achieve its desired objectives

Case 03

International Asset Management Firm

Capco guides leading global asset manager in web redesign

This global financial services firm provides banking and investment management products and services to public and private companies and oversees billions of dollars in assets for its clients.

Confronting Challenges
To meet aggressive growth targets for the next five years, our client needed to vastly improve its external web presence to support sales efforts to attract and retain clients.

We analyzed websites of key competitors and created a heat map to visually display the features and content attributes required to differentiate the firm’s site from key competitors. We developed business requirements and information architecture to provide key functionality as well as the look and feel of the web platform’s future state.

Key Benefits

Implemented a web platform, online client registration and web leads to help attract and retain clients and ultimately increase AUM
Designed better site management tools and processes to improve timeliness of online content and reduce risk associated with outdated or inaccurate information