Wealth & Investment Management

How to WIN With WIM in a New Era of Convergence, Compliance and Complexity

More worldwide wealth transfer than ever and the “Baby Boomer” appetite for viable investments add up to unprecedented opportunity in Wealth and Investment Management (WIM).

A Global Market impacted by Global Change
Convergence, regulatory compliance, globalization, and a market where a rapidly changing end client demographic needs reasons to trust and engage with wealth and investment management professionals: these are the factors driving profound change in every aspect of WIM.

Becoming All Things to All People - Without Losing Focus
The financial crisis compelled WIM players to merge, in order to survive. The mergers have created a new era of financial product and service convergence. The remaining standalone banks and wealth management companies are re-examining their product portfolios, bundled offers and market strategies. Banks are preparing to provide brokerage and retirement services. Wealth managers are offering banking.
Strategic upheaval is translating into rapid review of the operational needs of today and tomorrow, with prominent examples including back office convergence in the brokerage/wealth management and capital markets units, and operations and technology assessments post-merger. There are significant opportunities to derive cost savings, to recognize the greater clarity and consistency that regulation brings and, not least, to raise customer service, satisfaction and loyalty levels in ever more competitive global markets.

The Right Team to Understand the Challenges and Recognize the Opportunities
Capco’s dedicated WIM team is formed of senior and seasoned wealth and investment practitioners with deep expertise. We understand where the sector has come from, where it is today, and its likely directions for tomorrow. In pursuit of client success, we apply fact-based thought leadership, specialist consulting capabilities and solutions that include tested, proven and successful proprietary templates, models and methodologies.

Capco WIM Solutions - Domain-specific Answers to Tough Questions
Throughout the WIM sector, we help clients to:

Develop and execute business and technology strategies.
Streamline operations.
Build and implement new or enhanced operating models.
Manage mergers, acquisitions, or divestitures.
More effectively manage multiple projects and integrate disparate data.
Develop business requirements that facilitate optimal software package selection.
Implement complex software packages to support core businesses.

Specifically, Capco’s WIM practice serves Wealth Management, Investment Management and Investment Services.