Advisors in Motion

As the long-term strategic play to capture the industry moves towards the independent space, the emergence of potential new channels and the acceleration of new business models are increasing competition for advisors in motion. We help wealth managers confront strategic choices around optimizing their market positioning, offering design and service models to grow their business by capturing advisors in motion.


More firms have realized that leading with advice is key to driving customer satisfaction & engagement. It is paramount to make advice accessible and connected throughout the wealth lifecycle from discovery through planning to onboarding, servicing, and monitoring. Creating an ecosystem where tools are connected drives advisor efficiency and practice scalability. Capco can help define and implement data-driven platform integration approaches, then select and implement the right mix of vendor solutions for your organization.

Digital Wealth

Clients expect digital offerings and access to advice on the go. Grounded in providing holistic financial wellness planning, a new age of platforms enables advisors to deliver advice through digital solutions to their clients. We will help your organization to set the vision to bring these platforms to life, and partner end-to-end to see the vision through.

Client Best Interest

Today, wealth managers continue to address emerging regulatory change from the SECs Regulation Best Interest (Reg BI) to the DOL Fiduciary Rule to State legislation. These rules mark a paradigm shift within the wealth management landscape, undoubtedly transforming the competitive landscape and disrupting current business models, particularly for financial institutions reliant on traditional broker-dealer activities. We help our clients strategically respond and manage compliance and operational risk across the client advisory Lifecycle.

Next-generation Operations

Wealth managers and private banks are rapidly evolving their operating models in response to seismic shifts across a range of business-critical areas. Next-generation operations drive business transformation focusing on digitalization and automation, empowering organizations to optimize their operational capabilities. Capco works with clients to define next-gen operating models, transform their workforce, increase agility, and improve the client, advisor, and employee experience.

Mass Affluent

The mass affluent segment represents the largest wealth segment in the U.S., both in terms of liquid assets and population. Mass affluent clients often trust financial advisors and value human advice; however, they are increasingly comfortable with digital-first and self-service channels across a breadth of investment and banking services. Capco assists our clients in strategic market penetration designing the right offering and platform strategy that combines digital wealth and banking capabilities.