A recent Report on the top trends in Wealth Management for 2025
Capgemini has recently published a report outlining the top trends in Wealth Management for 2025, categorized into three primary themes:
1. Customer-Centric Approach
A focus on customer experience and omnichannel interactions is central to the evolving Wealth Management landscape. Delivering a seamless and consistent experience under a unified brand is critical, requiring well-integrated systems.
2. Enterprise Management
Achieving agility and timely responses can be challenging if Wealth Management processes lack efficiency. Digital platforms enable real-time, on-demand data delivery, ensuring information reaches the right person without delay, while maintaining authorized access only.
3. Intelligent Industry
A more pronounced shift toward cloud technologies and the adoption of generative AI is anticipated. 91% of financial services organizations have already begun migrating to the cloud, but only 11% have adopted highly scalable cloud platforms, according to Capgemini’s other reports, 2024 and 2025 World Cloud Reports for Financial Services.
Finmars digital AWM aggregated reporting platform stands out as a comprehensive digital solution for the Wealth Management industry. By prioritizing customer-centric personalized experiences, ensuring seamless portfolio monitoring, and leveraging intelligent AI and cloud-based technologies, Finmars empowers banks and investment companies to deliver superior services.
