Taking a 2020 view of fintech in wealth management [Wealth Professional (Canada)]
CAPGEMINI SE UNSP/ADR (CGEMY)
NASDAQ:AMEX Investor Relations:
investors.capgemini.com
Company Research
Source: Wealth Professional
Firms have the chance to offer better client and advisor experiences — but must keep an eye on challenges By Leo Almazora Jan 02, 2020 Share While the wealth management industry is facing myriad challenges, one priority is coming through loud and clear: advisors must cater to a more diverse set of needs as clients demand increasingly flexible and personalized products and services “The end-user and client landscape is changing,” Soumya Ghosh, Vice President and Head of Banking & Capital Markets Canada at Capgemini told Wealth Professional. “On one end of the spectrum, you have aging individuals and baby boomers waiting to retire; those groups are also, to varying degrees, thinking about how to pass on their wealth to the next generation. On the other end, you have millennials and Gen Z, who are more comfortable with technology and look at investment through a completely different lens.” For financial-services firms, engaging effectively, adequately, and appropriately with those differ
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