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

Investing in digital transformation for your corporate banking customers can unlock multi-level value. Here’s why now is the time to take the next step.

A key component of Valiant’s success is their branch expansion and optimization initiative – powered by Unblu’s digital reception.

The wealth management industry has an ever-evolving relationship with technological transformation. It is simply impossible for firms or other financial institutions to ignore their digital strategy, given that Generative AI and LLMs are proving better than humans when it comes to efficiency, reliability, and other advisory-related tasks.

This is an adaptation of the article “We tried out the chat with a banker directly in the banking app. How does it work?” by Roman Calik from TECHBOX magazine. You can find the original here.

The Advisor Workbench can transform operational efficiency for retail banks. Here are our top 10 tools for customer service agents

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.

Co-Browsing vs. screen sharing – while similar, Co-Browsing offers financial institutions a more collaborative and safer experience.

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.