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
03 April 2023
TOP US WEALTH MANAGEMENT TRENDS TO WATCH IN 2023: RESILIENCY IN AN UNCERTAIN ENVIRONMENT
The US wealth management industry enters 2023 facing significant headwinds. Wealth managers have demonstrated resiliency in navigating challenging environments in the past and kick off the year from a position of relative strength given these growth opportunities.
15 March 2023
MARKET DATA OPTIMIZATION: SIX CHALLENGES AND SOLUTIONS FOR ASSET MANAGERS
Market data is costly and the complexity of vendor contracts, pricing and billing, centralization and governance is overwhelming. Discover the challenges and solutions with market data optimization in our latest paper.
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.