Temenos WealthManager® using SaaS

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Capgemini's model helps wealth managers increase flexibility and innovation while controlling IT costs

Since the financial crisis, wealth managers have been working to rebuilt client trust and advisor loyalty. According to the World Wealth Report 2012 from Capgemini and RBC Wealth Management, while assets under management have shown a steady growth since 2008, the cost for managing those assets has risen faster than the growth in income. To improve profitability, firms need to find new sustainable ways to control and reduce costs while addressing increased regulatory oversight and scrutiny.

Capgemini has partnered with Temenos to deliver a comprehensive wealth management solution for advisors and relationship managers. Our SaaS solution for Temenos WealthManager® helps investment firms improve their client profiling process, investments compliance and general advisory service provision by focusing on six core WealthManager modules: client management, contact management, portfolio management, investment policy, proposal generation and client reporting.