Capgemini’s latest report highlights key trends shaping 2025 as firms strive to enhance efficiency, innovation, and customer value. Despite growing investor demand for a seamless, integrated digital client experience, many companies remain hindered by siloed systems. Capgemini emphasizes that investing in digital platforms presents a significant opportunity to boost client satisfaction like never before.
One major focus is the increasing demand for hyper-personalised financial advice among high-net-worth individuals (HNWIs). Many are dissatisfied with the lack of tailored solutions, but AI technology offers a pathway to deliver custom recommendations and personalized product offers. To meet evolving client expectations, firms must position themselves as trusted, long-term advisers.
The report also stresses the importance of engaging younger, diverse adviser teams to target emerging professionals and prioritize proactive wealth planning. Aligning strategies with the priorities of Millennial and Gen Z clients can ensure stronger relationships and future growth.
Capgemini further notes the rising appetite for sophisticated investment options, driving the wealth management industry toward broader offerings, including private market products and other alternative investments. As this demand expands, firms are likely to seek external partnerships and innovation to diversify their services, meet evolving client needs, and increase revenues in a competitive market landscape.
