The global financial industry becomes more complex by the day. Meeting the challenges of complexity demands the best, most innovative and actionable input. Capco’s Thought Leadership and leading-edge research is contained in our Journal of Financial Transformation and our wide range of White Papers and Points of View. Access a unique resource of academic and practitioner thinking and experience. It’s tomorrow’s best practice available today.
Published May 18, 2016
We are delighted to share the fourth issue for 2016 of Capco's Regulatory Monitoring Newsletter, developed by industry experts in our European Regulatory Monitoring Team.
Published May 16, 2016
The wealth management industry is at a crossroads. Evolving client needs, disruptive technology and general cost, revenue and regulatory pressures are putting a strain on overall profitability.
Published May 10, 2016
The Department of Labor’s (DoL’s) Revised Fiduciary Standard is poised to strike the core DNA of how investment firms and wealth managers will operate going forward. A complete overhaul of ERISA, the Revised Fiduciary Standard puts pressure on Wealth Managers to keep the best interest of the client: investment advice is a fiduciary contract which opens up advisors to legal recourse for non-compliance.
Published May 09, 2016
A successful, efficient onboarding experience is paramount to building a strong foundation for the client relationship. The onboarding process is the first experience that a client will have with your firm, is integral to driving time to revenue for your firm, and with the unprecedented change in industry regulation, firms are rapidly outgrowing legacy client onboarding capabilities. As individuals become more dependent on the conveniences of the digital world, and banks strive to remain ahead of the curve, client onboarding becomes a natural candidate for improvement.
Published April 27, 2016
The transition from a T+3 to T+2 settlement cycle continues to be an ongoing industry-wide initiative with a target go-live date of September 5, 2017. Many firms have performed assessments of their preparedness for the necessary operations and technologies, and are well on their way to completing the design and development phase.
Published April 21, 2016
Russia is an important market for Swiss wealth management providers, which despite sanctions and pressure on the Russian economy has great potential: Russia holds approximately one third of the Eastern Europe private wealth.
Published March 29, 2016
The big question now is: Do banks react to this development exclusively as a threat to ”old” lines of business, or do they recognize and exploit it for the true digital innovation opportunity it really is?
Published February 18, 2016
For over 20 years, the U.S. securities industry has operated under a T+3 settlement cycle. Not since 1995 when the Securities & Exchange Commission (SEC) Rule 15c6-1 changed the cycle from T+5 to T+3, has the industry undergone settlement cycle reform.
Published February 17, 2016
The financial industry's appetite for pooled Utility models clearly exists. What are the drivers for growing their uptake? Where are the obstacles? What, today, do financial institutions see as most useful from Utilities? And what should they look to achieve with the Utility model tomorrow? The results of the latest global survey by Capco and Finextra offer fresh insight.
Published January 28, 2016
For the fifth consecutive year, Capco polled senior executives across the Benelux financial industry to uncover the issues that are keeping them awake at night. Read more to find out!
Published September 07, 2015
As assets under management grow, robo-advice is proving more than a flash in the pan in a bull market. How can established financial institutions successfully develop a next generation robo-advice offer? The answer lies in leveraging their long-term strengths to create personal, relevant, differentiated services for real people. Robots may help deliver Robo-advice 2.0. But it cannot be designed by them, or for them.
Published November 17, 2014
One of the most exciting areas in the financial industry today is the renaissance in customer propositions and choices, as non-traditional challenger banks enter the industry and established players race to create dynamic new offers.