Capgemini and Success Metrics in wealth management alliance

Source: Capgemini

Capgemini Financial Services USA, a member entity of the Capgemini Group, one of the world's foremost providers of consulting, technology and outsourcing services, announced today an alliance with Success Metrics, a leading financial services analytics solutions provider.

The purpose of the alliance is to enhance Capgemini's wealth management offerings, enabling wealth management firms to deliver a more comprehensive view of their business and drive additional revenue opportunities through intelligent, organic growth.

For over two decades, Capgemini has advised wealth management firms with strategies and approaches to drive top-line growth and build stronger client relationships. From this deep experience, Capgemini determined that wealth management firms would significantly benefit from advanced analytics, to identify and effectively pursue opportunities for growth. Success Metrics, with its impressive track record of rapidly-completed, successful implementations at large financial services firms, quickly emerged as the most attractive partner.

"Many financial firms are investing in programs to drive growth, but programs often lack appropriate analytics and reporting to measure results and sustain change," said Robert McGraw, Vice President of Wealth Management at Capgemini's Financial Services Strategic Business Unit. "With Success Metrics' industry-leading technology, we can help financial services firms identify and pursue hidden, high-value opportunities to drive top-line growth from existing customers."

Success Metrics can create positive value throughout a wealth management firm, from the executive offices to the branch manager and advisor. Executives receive a comprehensive, analytically driven overview of business opportunities and results, leveraging predictive analytics that enables them to focus resources where they will drive the greatest results. At the branch level, managers can better drive growth by quickly identifying best practices and replicating the successes of individual advisors on a broader basis. Advisors have a comprehensive view of their book of business and can target the best relationship development opportunities for each client, allowing them to be more proactive and productive advisors.

"The speed, power, and impact of our advanced analytics solution are unmatched in the industry, bringing exceptional value to forward-looking financial firms," said Brad Peters, CEO of Success Metrics. "The combination of Capgemini's deep industry experience with our analytical insight and execution creates an alliance that I think wealth management firms will find tremendously exciting."

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