The third key overarching finding from Capgemini’s World Report Series 2025 hones in on the need to empower the relationship managers themselves.

Capgemini’s World Report Series 2025 estimates that $83.5 trillion will move to Gen X, Millennials, and Gen Z by 2048. Along with it comes new digital-first service expectations, and a rising dissatisfaction with firms that haven’t adapted.

Explore 5 future trends set to reshape digital banking in 2025, including AI, automation, and CX innovation that will define the next era of financial services.

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important

The World Report Series 2025 by Capgemini represents one of the most extensive and consequential pieces of research for the wealth management industry in recent years.

Explore top banking customer service strategies backed by real success stories and data on omnichannel experiences, agent empowerment, and tech-driven CX.

Digital banking statistics are showing a back and forth between challenges and opportunities

Communication channels are the key to a better client experience. Discover what this means for wealth management advisors.

As financial institutions push for digital transformation, CX strategists should keep these customer service statistics in mind.

What do clients want? Here are our top five nuggets of advice to win prospective clients and keep them.