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Top-10 Trends for Wealth
Management 2019
December, 2018
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 2
Analyze Unstructured Data
Identify Biases in
Investment Decisions
Increase Returns on
Investment
Source: Capgemini Financial Services Analysis, 2018
Adoption of Debiasing Techniques Will Improve Investment
Decisions
Machine learning can enable fund
managers to identify cognitive biases and
suggest mitigating measures.
Increase Customer
Retention
Drive Usage of AI And ML in
Data Analytics
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 3
Reduced AttritionIncreased Customer Loyalty
Wealth management firms need to
leverage BigTech approaches to get the
most out of customer data and to refine
offerings to align with evolving customer
demands.
Developing A BigTech Approach Is Key to Maximizing Future
Return
Source: Capgemini Financial Services Analysis, 2018
Personalized OfferingsNew Revenue Streams
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 4
Wealth Management Firms to Adopt Agile Distribution Models
to Serve Evolving HNWI Needs
Agile Distribution Models
Service Orientation
Customer Centricity
Changing Demographics
Source: Capgemini Financial Services Analysis, 2018
Adoption of agile distribution models to make
wealth offerings more responsive to customer
needs will become a norm in the future.
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 5
AR And VR Will Spur Pro-Investment Behavior Among
Millennials and Drive New Customer Acquisition
Visualizing Future States
Better Dashboards
Returns and Consequences of
Investment Decisions
Improved Investment
Decision Making
Client Preference Assessment
Training New Advisors
Source: Capgemini Financial Services Analysis, 2018
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 6
KYC and Compliance Reporting
Liquidity Risk Management
Data Security
Fund Governance
RegTechs Will Reduce Wealth Management Compliance Costs
Source: Capgemini Financial Services Analysis, 2018
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 7
Cross Sell Products and Services
Enable Better Risk Profiling
Customize Offerings
Increase Transparency in Operations
Internet of Things (IoT) and big data will allow
wealth management firms to identify new ways to
use client data and improve offerings.
IoT and Big Data Will Enable Automated Portfolio
Management
Source: Capgemini Financial Services Analysis, 2018
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 8
Alignment of Investments &
Business Requirements
Monitor Results & Re-Assess
Strategy
Continuous Assessment
Firms are Reassessing Their Technology Investments to
Maximize Returns
Source: Capgemini Financial Services Analysis, 2018
Collaboration & Collective
Investments
Accelerator Programs
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 9
Ease out Cost and Resource
Pressure
In the face of cost, resource and regulatory
pressures, wealth managers must turn to
technology to enable new service delivery
models to delight, retain and acquire
customers.
Enable Supply of Digital
Products
Virtual Tools Such as Smart Assistants and Whispering Agents
Will Enable Customized Service Delivery Models
Source: Capgemini Financial Services Analysis, 2018
Manage Evolving Regulatory
Environment
Tap into Data for Personalized
Services
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 10
Data and Technology to Be Used to Streamline New Client
and Advisor Onboarding
Limited Integration for
Collaboration
Manual Data Entry
No Automation of Tasks Lack of Visibility into Processes
Source: Capgemini Financial Services Analysis, 2018
No Consolidated Data Repository
Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 11
Access to Technology
Access to New Ideas
Faster Go-to-market
Wealth Management Firms to Increase Adoption of Open
APIs for New Revenue Streams
Source: Capgemini Financial Services Analysis, 2018
Better Data Mining
A global leader in consulting, technology services and digital transformation,
Capgemini is at the forefront of innovation to address the entire breadth of clients’
opportunities in the evolving world of cloud, digital and platforms. Building on its
strong 50-year heritage and deep industry-specific expertise, Capgemini enables
organizations to realize their business ambitions through an array of services from
strategy to operations. Capgemini is driven by the conviction that the business
value of technology comes from and through people. It is a multicultural company
of 200,000 team members in over 40 countries. The Group reported 2017 global
revenues of EUR 12.8 billion.
About Capgemini
Learn more about us at
www.capgemini.com
This message contains information that may be privileged or confidential and is
the property of the Capgemini Group.
Copyright © 2018 Capgemini. All rights reserved.
People matter, results count.

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Top-10 Trends in Wealth Management 2019

  • 1. $$ Top-10 Trends for Wealth Management 2019 December, 2018
  • 2. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 2 Analyze Unstructured Data Identify Biases in Investment Decisions Increase Returns on Investment Source: Capgemini Financial Services Analysis, 2018 Adoption of Debiasing Techniques Will Improve Investment Decisions Machine learning can enable fund managers to identify cognitive biases and suggest mitigating measures. Increase Customer Retention Drive Usage of AI And ML in Data Analytics
  • 3. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 3 Reduced AttritionIncreased Customer Loyalty Wealth management firms need to leverage BigTech approaches to get the most out of customer data and to refine offerings to align with evolving customer demands. Developing A BigTech Approach Is Key to Maximizing Future Return Source: Capgemini Financial Services Analysis, 2018 Personalized OfferingsNew Revenue Streams
  • 4. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 4 Wealth Management Firms to Adopt Agile Distribution Models to Serve Evolving HNWI Needs Agile Distribution Models Service Orientation Customer Centricity Changing Demographics Source: Capgemini Financial Services Analysis, 2018 Adoption of agile distribution models to make wealth offerings more responsive to customer needs will become a norm in the future.
  • 5. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 5 AR And VR Will Spur Pro-Investment Behavior Among Millennials and Drive New Customer Acquisition Visualizing Future States Better Dashboards Returns and Consequences of Investment Decisions Improved Investment Decision Making Client Preference Assessment Training New Advisors Source: Capgemini Financial Services Analysis, 2018
  • 6. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 6 KYC and Compliance Reporting Liquidity Risk Management Data Security Fund Governance RegTechs Will Reduce Wealth Management Compliance Costs Source: Capgemini Financial Services Analysis, 2018
  • 7. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 7 Cross Sell Products and Services Enable Better Risk Profiling Customize Offerings Increase Transparency in Operations Internet of Things (IoT) and big data will allow wealth management firms to identify new ways to use client data and improve offerings. IoT and Big Data Will Enable Automated Portfolio Management Source: Capgemini Financial Services Analysis, 2018
  • 8. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 8 Alignment of Investments & Business Requirements Monitor Results & Re-Assess Strategy Continuous Assessment Firms are Reassessing Their Technology Investments to Maximize Returns Source: Capgemini Financial Services Analysis, 2018 Collaboration & Collective Investments Accelerator Programs
  • 9. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 9 Ease out Cost and Resource Pressure In the face of cost, resource and regulatory pressures, wealth managers must turn to technology to enable new service delivery models to delight, retain and acquire customers. Enable Supply of Digital Products Virtual Tools Such as Smart Assistants and Whispering Agents Will Enable Customized Service Delivery Models Source: Capgemini Financial Services Analysis, 2018 Manage Evolving Regulatory Environment Tap into Data for Personalized Services
  • 10. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 10 Data and Technology to Be Used to Streamline New Client and Advisor Onboarding Limited Integration for Collaboration Manual Data Entry No Automation of Tasks Lack of Visibility into Processes Source: Capgemini Financial Services Analysis, 2018 No Consolidated Data Repository
  • 11. Wealth Management Trends 2019| December 2018 © 2018 Capgemini. All rights reserved. 11 Access to Technology Access to New Ideas Faster Go-to-market Wealth Management Firms to Increase Adoption of Open APIs for New Revenue Streams Source: Capgemini Financial Services Analysis, 2018 Better Data Mining
  • 12. A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of 200,000 team members in over 40 countries. The Group reported 2017 global revenues of EUR 12.8 billion. About Capgemini Learn more about us at www.capgemini.com This message contains information that may be privileged or confidential and is the property of the Capgemini Group. Copyright © 2018 Capgemini. All rights reserved. People matter, results count.