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