Capital markets

Helping the world’s biggest investment banks and asset and wealth management firms to transform their operations and client experience.

Overview
Solutions
Client stories
Insights

Digital core, personal touch

The challenge for capital markets is to modernize operations, automate front and back-office process and convert data cost-effectively into insight, while maintaining high levels of personalization for specific high net worth individuals and major corporate clients. The need is to free up wealth advisors, asset managers and investment specialists from low-level activity and generate greater client-facing time, using the latest digital services and tools.

Imagine if you could create a pitch book in record time. Imagine if you could increase efficiency at scale to target lower wealth segments at reduced fees. Imagine if you could ingest the latest market data and identify acquisition targets in minutes. Imagine if you could adopt AI copilots to augment staff productivity.

Imagine no longer. Generative AI has provided opportunities to tackle these issues head-on. Together, let’s make the most of it.

Investment banking: reduce cost and complexity Wealth management: client-driven transformation Asset management: digitization and data Private markets: the digitally enabled firm

Investment banking: reduce cost and complexity

Modernize and eliminate legacy

Digitize the operating model to make it cloud-based and real-time while enhancing data and analytics use.

Manage data to drive insight

Leverage data strategically and safely for management direction and customer insight.

Apply automation intelligently

Take advantage of thoughtful automation to reduce costs, employee workload and operational risk.

Wealth management: client-driven transformation

Develop end-to-end digitization

Free-up advisors for higher-value engagements and provide cost-effective digital services for clients. 

Increase client customization

Deploy data strategies for specific customer segments and personalized investment advice.

Leverage generative AI

Augment personalized engagement with AI advice and send real-time life event alerts.

Asset management: digitization and data

Streamline asset management

Explore AI, automation and analytics solutions to create cost savings and drive operational flexibility.

Personalize at scale

Use AI to drive quick, data-driven client experiences and streamline sales processes.

Empower your workforce

Seamlessly balance human and digital engagement intelligently into the customer journey.

Private markets: the digitally enabled firm

Operational excellence as the norm

Realize efficiencies, reduce costs and discover new ways of working using cloud, AI and automation.

Harness data analytics

Leverage analytics for deal-making at speed and enhance CRM with data-driven tools.

Digitize the investment process

Summarize data using AI and use real-time data analysis to identify investment targets.

Investment banking: reduce cost and complexity