The Banker Award 2004
Capgemini’s innovative Wealth Management online solution claims 2004 The Banker Award.
20 November 2004
Award Winning Wealth Management Solutions
Capgemini was selected as the Wealth Management winner for the 2004 Technology Awards from The Banker, a leading publication for global financial intelligence.
Noting the growing trend of high net worth individuals to use financial advisers to get personalized advice, Capgemini, consulting for Thomson Financial, has developed an online collaborative solution to enable scalable touchpoints and reduce cost per customer. Capgemini’s innovative Wealth Management Online solution is a highly integrated and collaborative front-end solution, offering advisors and clients a holistic, aggregated view to a full spectrum of client financial data, sophisticated financial tools and information, as well as online broker/adviser collaboration capabilities and access to other full service offerings across multiple delivery channels.
Using the solution financial advisers can, now and in the future, create and access external financial plans, co-browse and collaborate with clients online and, at desktop, dynamically review account performance, share files, chat, conduct online surveys, synch/download to tethered devices, and also make automatic recommendations of products and services. It can make on-the-fly conversion and adjustment of language, market data, and exchange access. It also allows the financial institutions to easily customise and create several client-facing sites and while maintaining brand consistency.
By enabling Merrill Lynch to consolidate multiple sites to a single site that delivers segmented content and features, consistent look and feel across user groups the solution is projected to result in a 30% reduction of total cost of ownership. The client-centric model presents and exploits cross-sell and up-sell opportunities, thereby with clients offers financial advisers the ability to increase revenue. Based on flexible architecture and using web services for integration it offers ease of development and deployment of future projects designed around this CORE solution.
For more information about Capgemini as a Technology Award Winner, contact us.
For more information, on the The Banker Awards visit: http://www.thebanker.com/news/categoryfr ont.php/id/369/Global_Awards.html
