Capgemini Se · EURONEXT:CAP
Capgemini — Investor Presentation (January 2024)
17 slides from Capgemini's investor presentation, January 2024
Slide 1: Wealth Management Top Trends 2024
RESEARCH INSTITUTE WEALTH MANAGEMENT TOP TRENDS 2024 January 2024 ELIAS GHANEM VIVEK SINGH Global Head of Head of Banking & Capital Markets Capgemini Research Institute Capgemini Research Institute Capgemini Financial Services for Financial Services
Slide 2: Capgemini Research Institute delivers sector-specific world reports and trend books
CAPGEMINI RESEARCH INSTITUTE FOR FINANCIAL SERVICES DELIVERS A BROAD RANGE OF SECTOR-SPECIFIC WORLD REPORTS AND TREND BOOKS World Reports Trends Books Voice of FS Executives + 1,500 Voice of Consumer + 20,000 Capgemini Top 10 Trends in 2024 | Wealth Management Public © Capgemini 2024. All rights res
Slide 3: Top 10 Trends in Banking by Sub-Domains
Top Trends in Banking for 2024 by Capgemini TOP 10 TRENDS IN BANKING BY SUB-DOMAINS Customer First Enterprise Management Intelligent Industry WEALTH MANAGEMENT RETAIL BANKING PAYMENTS Increasingly influential affluent segment can boost the Banks compete for customer deposits as they navigate Real-ti
Slide 4: Wealth Management Top Trends 2024 – Priority Matrix
Top Trends in Wealth Management for 2024 by Capgemini WEALTH MANAGEMENT TOP TRENDS 2024 – PRIORITY MATRIX Customer First Enterprise Management Intelligent Industry 1 Increasingly influential affluent segment can boost the top line for wealth management firms SIGNIFICANT 2 Fixed-income investing is b
Slide 5: From 2023 to 2024, what has changed and what has not?
Top Trends in Wealth Management for 2024 by Capgemini FROM 2023 TO 2024, WHAT HAS CHANGED AND WHAT HAS NOT? TRENDS 2024 TRENDS 2023 1 Increasingly influential affluent segment can boost the top line for wealth management firms 1 ESG regulatory standards aim to curb corporate investment greenwashing
Slide 6: Digitalized client journeys are boosting productivity and streamlining operational costs
Top Trends in Wealth Management for 2024 by Capgemini DIGITALIZED CLIENT JOURNEYS ARE BOOSTING PRODUCTIVITY AND STREAMLINING OPERATIONAL COSTS Customer First Enterprise Management Intelligent Industry The value chain in wealth management is often bogged down by manual operations that are tedious, ti
Slide 7: Intelligent automation is a powerful efficiency enabler across the entire value chain
Top Trends in Wealth Management for 2024 by Capgemini INTELLIGENT AUTOMATION IS A POWERFUL EFFICIENCY ENABLER ACROSS THE ENTIRE VALUE CHAIN Customer First Enterprise Management Intelligent Industry With advancements in AI analytics and optimization algorithms, the wealth management industry will see
Slide 8: Generative AI-based client engagement enriches the client experience
Top Trends in Wealth Management for 2024 by Capgemini GENERATIVE AI-BASED CLIENT ENGAGEMENT ENRICHES THE CLIENT EXPERIENCE Customer First Enterprise Management Intelligent Industry Generative AI, through its ability to create personalized and insightful content, can assist wealth managers in gaining
Slide 9: Increasingly influential affluent segment can boost the top line
Top Trends in Wealth Management for 2024 by Capgemini INCREASINGLY INFLUENTIAL AFFLUENT SEGMENT CAN BOOST THE TOP LINE FOR WEALTH MANAGEMENT FIRMS Customer First Enterprise Management Intelligent Industry Affluent segment requirements for low-cost, digital-first wealth management services are rising
Slide 10: Wealth management firms capitalizing on intergenerational wealth transfer
Top Trends in Wealth Management for 2024 by Capgemini WEALTH MANAGEMENT FIRMS ARE CAPITALIZING ON THE ONGOING INTERGENERATIONAL WEALTH TRANSFER Customer First Enterprise Management Intelligent Industry As aging investors transfer wealth to the next generation, firms must align with beneficiaries’ as
Slide 11: Reliable and traceable ESG metrics are now a must
Top Trends in Wealth Management for 2024 by Capgemini RELIABLE AND TRACEABLE ESG METRICS ARE NOW A MUST Customer First Enterprise Management Intelligent Industry The establishment of standardized and readily accessible ESG scoring metrics is crucial for instilling trust among investors 1 8 9 69% 61%
Slide 12: Firms embedding social equity and inclusion to drive business outcomes
Top Trends in Wealth Management for 2024 by Capgemini WEALTH MANAGEMENT FIRMS ARE STRATEGICALLY EMBEDDING SOCIAL EQUITY AND INCLUSION TO DRIVE BUSINESS OUTCOMES Customer First Enterprise Management Intelligent Industry Wealth management firms are increasingly focused on creating, measuring, and comm
Slide 13: Asset tokenization enables a more efficient financial system
Top Trends in Wealth Management for 2024 by Capgemini ASSET TOKENIZATION ENABLES A MORE EFFICIENT FINANCIAL SYSTEM Customer First Enterprise Management Intelligent Industry Tokenization has the potential to transform financial services by expanding access to a broader global audience through electro
Slide 14: Fixed-income investing is back as a safe and profitable vehicle
Top Trends in Wealth Management for 2024 by Capgemini FIXED-INCOME INVESTING IS BACK AS A SAFE AND PROFITABLE VEHICLE FOR WEALTH GROWTH AND STABILITY Customer First Enterprise Management Intelligent Industry Rising interest rates and uncertain equity returns prompt wealth managers to focus on fixed
Slide 15: After high-profile collapses, rebuilding trust is crucial for digital assets
Top Trends in Wealth Management for 2024 by Capgemini AFTER HIGH-PROFILE COLLAPSES, REBUILDING TRUST IS CRUCIAL FOR DIGITAL ASSETS’ NEXT GROWTH PHASE Customer First Enterprise Management Intelligent Industry Cryptocurrencies require trust from investors, who look for clear regulations and reliable f
Slide 16: Reach out to the Capgemini Research Institute for Financial Services
REACH OUT TO THE CAPGEMINI RESEARCH INSTITUTE FOR FINANCIAL SERVICES CONTACT US Capgemini Research Institute for Financial Services Trusted partner of in-depth industry insights and trendspotting The Capgemini Research Institute for Financial Services is the in-house think tank that helps banks, pay
Slide 17: Capgemini Research Institute – Financial Services World Report Series
Capgemini Research Institute – Financial Services World Report Series Flagship publications offering in-depth analysis, trendspotting, and industry insight The Capgemini Research Institute for Financial Services is an in-house think tank focused on digital, innovation, and technology issues impactin