Gestión de patrimonios

Durante casi 20 años, hemos estado proporcionando una visión única sobre el mercado High Net Worth. El World Wealth Report 2016 ha construido una reputación sólida y duradera como el referente del sector para el seguimiento de individuos de alto valor neto (HNWI) a nivel global , regional y nacional. Construido sobre el informe, Asia-Pacific Wealth Report ofrece una inmersión más profunda en las tendencias de riqueza de Asia y examina las dinámicas económicas y de mercado de 11 países clave: Australia, China, Hong Kong , India, Indonesia, Japón, Malasi , Singapur, Sur Corea, Taiwán y Tailandia. Además, el United States Wealth Report, proporciona un análisis profundo sobre las poblaciones de alto patrimonio neto y la riqueza 12 mejores áreas estadounidenses metropolitanas en estadísticas (MSAs).

   

 

 

Como el principal punto de referencia de la industria para el seguimiento de individuos de alto patrimonio ( HNWI ), su riqueza, y las condiciones globales y económicos que impulsan el cambio en la industria de gestión de la riqueza ,el World Wealth Report incluye puntos de vista del Estudio de Perspicacias Global HNW capturando la regeneración de más de 5,000 HNWIS. Esto da a Capgemini una perspectiva única para entender las preferencias del cliente y los modelos operativos necesarios para abordar con éxito las exigencias de los grandes patrimonios de hoy y las empresas que les prestan servicios . Nuestras soluciones se centran en áreas clave para las empresas de gestión patrimonial y permite ofrecer a nuestros clientes una experiencia de cliente superior con mayor agilidad, excelencia operativa y rentabilidad.

Satisfacer las necesidades de los grandes patrimonios de mañana

By 2025, world wealth is projected to hit US$100 trillion, primarily driven by Asia-Pacific. The World Wealth Report 2016 found this region has nearly tripled the wealth of 10 years ago and has become the leader in HNWI population and wealth, surpassing North America. With only one-third of HNWI total wealth being managed by wealth firms, there is great opportunity for firms to capitalize on HNWIs' preference for holistic and investment management advice.

Additionally, complexity of Asia-Pacific HNWI wealth demands more strategic action. Wealth managers are not fully attuned on the importance and understanding of these needs. Firms in the region must be prepared to take action in three areas: wealth manager enablement, digital capabilities, and lending solutions.

Ofertas de la gestión de patrimonios

Backed by 20 years of experience and deep industry insights, Capgemini’s wealth management offerings can help financial services institutions to build a business model with sustainable profitability while being able to enhance client centricity, boost operational efficiency, and effectively address the regulatory requirements.

Asesor de transformación de escritorio

Capgemini provides enriching advisor desktop processes and platform helping firms increase advisor productivity, retain advisors and gain competitive advantage to grow wallet share. Capgemini has helped several wealth management firms increase their advisor productivity by up to 20%. Our offerings include:

  • Strategy and benchmarking
  • Platform and package assessment
  • Advisor productivity enhancement
  • Operational efficiencies and workflow automation

Capgemini has experience helping wealth firms efficiently leverage client data to understand their client’s needs and behaviors to drive client centricity and enhanced client experience. Our offerings include:

  • Rationalized client segmentation
  • Client 360° view and Master Data Management (MDM)
  • Consolidated client reporting
  • CRM modernization and transformation
  • Custom market analysis

Transformación digital

Capgemini helps firms create a digital strategy using an holistic approach that cuts across the organization, providing an end-to-end solution with digital agenda in mind for wealth management businesses. Our offerings include:

Excelencia operativa

Capgemini’s focused solutions help wealth firms support the volume and pace of regulatory changes while allowing them to establish effective practice management processes via advisory process optimization, omini-channel delivery of services and utility based models to increase automation for operational excellence.

Profunda experiencia en la industria de gestión de patrimonios

  • Over 20 years of experience in innovation, transformation and delivery of wealth management solutions
  • More than 3,500 capital market professionals globally
  • 19 years experience of publishing leading insights in wealth management industry with the World Wealth Report

Acelerar el tiempo al mercado con herramientas y marcos de trabajo reutilizables

  • Reusable wealth management accelerators including frameworks, maturity model and client segmentation model
  • Benchmark tool with data from 35 firms across 450 + functions
  • Advisor transformation framework that can enhance advisor productivity by up to 20%
  • 70+ proprietary risk and compliance tools and frameworks for FATCA, data management, CCR and MDM reference architectures, Sigma Map
  • Proprietary tools for mobility and social media including Enterprise Mobility Orchestrator, enterprise mobility benchmark tool, mobile solution labs and reusable wealth management mobility frameworks including advisor and client dashboards

Las herramientas de dimensionamiento de mercado patentado

International market sizing model used to develop the annual World Wealth Report, Asia Pacific Wealth Report and U.S. Wealth Report.

Soluciones relacionadas

Associated experts