GOLD - AI Powered Wealth Advisor Platform; Duration - Varies (client specific)

Affluent customers increasingly demand personalized services, but advisors often lack the bandwidth to deliver hyper-personalization. This creates a gap in meeting client expectations and maintaining high-touch experience. GOLD, Capgemini's AI-driven Wealth Management Platform, bridges this gap, offering scalable, AI-powered solutions for personalized wealth management.

Unlock the potential of AI & Gen AI with GOLD Capgemini's AI-driven Wealth Management Platform for Financial Services. Leverage our unique Wealth Management platform to streamline the transition from traditional wealth management to AI-driven wealth management, enabling high-touch experiences at scale. Our platform is enhanced by Capgemini’s Azure AI professional services which ensure seamless integration with your existing data platforms. This allows financial institutions to harness the full power of Azure AI capabilities and the breadth of Capgemini’s professional services to deliver advanced AI-powered wealth advisor platforms.

As Generative AI evolves, business leaders recognize AI as a catalyst for driving innovation, revenue growth, and operational efficiency. AI-powered wealth management solutions deliver significant value by offering personalized, efficient, and data-driven financial services that enhance the investment and financial planning experience for both individual investors and financial advisors. Individual investors benefit from tailored advice, real-time insights, and 24x7 access to information. Financial advisors benefit from enhanced client insights, operational efficiency, and advanced analytics, enabling them to deliver superior service while managing larger client bases.

Capgemini’s GOLD platform, powered by AI, is a revolutionary wealth management platform that delivers proactive, personalized advice, leveraging unified customer data for smart portfolio optimization and impactful insights. The platform empowers advisors to exceed client expectations with strategic intelligence, precision, and efficiency.

Features powered by the GOLD Platform for Customers:

1. Life event recognition with personalized recommendations
2. 24x7 access to information and advice
3. Concierge-like experience

Features powered by the GOLD Platform for Wealth Advisors:

1. Enhanced Intelligence on Life Events
2. Personalized Research and Recommendations
3. Unified Customer Data
4. Investment Planning

Key Benefits:

1. Deep Personalization Engine: Utilizes advanced algorithms to understand each client's unique financial situation, preferences, and goals, offering hyper-personalized advice.

2. AI-Driven Insights & Analysis: Leverages real-time data and predictive analytics to provide strategic, customized information for decision-making.

3. 24/7 Gen AI Wealth Advisor: Azure AI/Gen AI-based agent equipped to offer personal, human-like interactions, ensuring clients have immediate access to information whenever needed.

4. Scalability & Efficiency: By integrating Azure AI, the platform significantly increases the advisor's capacity to manage more clients without compromising on the quality of service, making personalized wealth management scalable.

5. Empowered Decision Making: Empowers clients with timely, data-backed insights, fostering confidence in their financial decisions and enhancing overall satisfaction with their investment journey.

Value Addition to Customers: The inclusion of Capgemini's Azure AI professional services within the GOLD platform adds significant value to customers. Azure AI's robust capabilities allow for the seamless processing and analysis of vast datasets, providing customers with more precise and tailored financial advice. This leads to better portfolio management, optimized investment strategies, and a more personalized client experience. Additionally, the platform’s scalability ensures that as customers’ needs grow and evolve, the technology adapts, offering continuous value and maintaining a high level of service without increasing operational complexity. The combination of Azure AI/Gen AI and Capgemini’s professional services delivers a wealth management experience that not only meets but exceeds the expectations of affluent clients, positioning financial institutions as leaders in delivering cutting-edge, personalized financial services.