blogs
Business Strategy & Advisory
Digital Platforms & Tools
19th July 2018
Predicting the future of any industry is not just about picking which technologies will go mainstream, it's about understanding how humans will respond to that technology. People let technology drive...
news
3rd May 2018
New York, NY, May 3, 2018 – Capco, a leading management and technology consultancy focused on the financial services industry, today announced the launch of its Fine Art & Collectibles...
insight
Business & Client Risk
Cyber & Network Security
30th April 2018
An organisation’s ‘security posture’ indicates how robustly it is equipped to avoid, detect and repel cyber threats, based on current information security infrastructure and practices. Given ever-bolder cybercrime, a major...
insight
Business & Client Risk
Cyber & Network Security
26th April 2018
Open banking regulations launched in the UK in January 2018. But the underlying technology infrastructure, tasked with delivering the biggest shift ever from traditional bank/ customer transactional relationships, is still...
news
28th March 2018
Frankfurt, March 28, 2018 – Capco, a leading management and technology consultancy focused on the financial services industry, is pleased to announce the appointment of Bodo Schaefer as Managing Director of...
news
22nd March 2018
Bangkok, March 22, 2018 – Capco, a leading management and technology consultancy focused on the financial services industry, is pleased to announce the opening of its office in Bangkok.
The firm...
insight
Business Strategy & Advisory
Digital Platforms & Tools
22nd January 2018
Across industries, the recent growth of the API economy bears hallmarks of ‘creative destruction’. In retail, advertising, telecoms, leisure and hospitality, age-old operating models have been broken, services reinvented, market...
blogs
Business Strategy & Advisory
Compliance & Regulatory Consulting
8th December 2017
As framed by the current MiFID regulations, inducements are perceived as potentially preventing firms from acting in their clients’ best interests. MiFID II, which comes into force in January 2018,...
news
5th December 2017
Capco, a leading management and technology consultancy focused on the financial services industry, is pleased to announce the opening of its new office in Warsaw, Poland. The Warsaw office will...
blogs
Compliance & Regulatory Consulting
3rd November 2017
The SEC (Securities and Exchange Commission) has been regulating investment advisors since 1940, when the Investment Advisors Act1was passed. The Act aims to prevent abuses on the part of advisors,...
insight
Business Strategy & Advisory
1st November 2017
The number of Britons over the age of 90 has almost tripled since the early 1980s. Effective financial planning aims towards maximising the contribution of every pound in one’s financial...
blogs
Business Strategy & Advisory
19th October 2017
When consumers ask financial advisors how to maximize return, minimize risk, and plan for the future, the assumption is that the advisor is acting in their clients’ best interest. However,...
news
17th October 2017
Zurich, Switzerland: Andreas Merbecks has become new partner in the Zurich office of the global strategy and technology financial markets consultancy Capco. He will lead the banking and insurance team...
blogs
Business Strategy & Advisory
Core Banking
9th October 2017
When a financial institution decides to transform its core systems, it is not a decision that is made lightly. It’s like when a person needs a heart transplant – although...
blogs
Compliance & Regulatory Consulting
25th September 2017
In 2017, the U.S. fiduciary regulation landscape continues to surprise the industry. On August 9th, The Department of Labor (DOL) proposed to push back the implementation date of their ground-breaking...
blogs
16th August 2017
In the winter of 1928, Joe Kennedy made a quip that became famous around the world: “You know it's time to sell when shoeshine boys give you stock tips.” This...
insight
Cyber & Network Security
4th August 2017
With cyberattacks rapidly rising in frequency and impact, the level of protection needed to secure your critical infrastructure continues to increase. In the past couple of years, utilities around the country rushed to...
insight
1st August 2017
Artificial intelligence (AI) is the power of a machine to copy intelligent human behaviour. AI technology has made substantial progress over the decades, as evidence by the continuous increase in...
news
31st July 2017
London, United Kingdom - Capco, a leading management and technology consultancy focused exclusively on the financial services industry, announced today the completion of a transaction that establishes the company as an...
insight
Digital Platforms & Tools
28th July 2017
Dreams of humans interacting seamlessly with technology have existed for a long time in the realm of science fiction, while artificial intelligence (AI) spent more than 30 years relegated to labs and researchers....
blogs
Manager Selection, Monitoring & Review
20th July 2017
Regardless of whether research is paid for directly or through a transactional charge, it is important to consider what makes it a valuable addition to the services provided to clients....
blogs
Manager Selection, Monitoring & Review
18th July 2017
Determining the exact pricing of research is a daunting challenge, but it can also provide a refreshing view of the real worth of research material and services to consumers. How...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
14th July 2017
Wealth management, a market that five years ago was thought to exist beyond the reach of digital disruption, now appears ready for a shakeup. As banks race to adapt to...
blogs
Manager Selection, Monitoring & Review
12th July 2017
Regulatory changes to the transparency of the cost of research and the pressure to achieve best execution are driving innovation in the financial industry, as both service providers and service...
insight
Digital (Robo) Investing
11th July 2017
Hybrid models blend many of the advances robo technology has made with the personal experiences provided by traditional financial advisors, enabling advisors to provide different solutions for clients at each...
insight
11th July 2017
The deadlines for implementation of the EU revised Payment Services Directive (PSD2) and the UK Competition and Markets Authority’s Open Banking Standard are fast approaching. With such a tight compliance...
insight
Digital Platforms & Tools
11th July 2017
Everyday banking has fundamentally changed in the last 10 years, with online and mobile becoming predominant methods by which customers interact with their banks. Now, banking is set to be...
insight
Digital Platforms & Tools
1st June 2017
As banks are continually reducing costs through automation and self-service activities, they understand that customers are still expecting personal interaction with bankers. In response, banks are offering customers a technology-enabled frontline staff to deepen relationships...
blogs
Digital (Robo) Investing
23rd May 2017
The sizable presence and rising trend towards automated digital advice has led to a disruptive shift in the ways investors and advisors receive and provide financial advice. The growing popularity...
blogs
Business Strategy & Advisory
12th April 2017
With increasing regulatory pressure, aging technology and new competition across the financial advisory and investment management industries, profitability is becoming more difficult to maintain. To differentiate, firms seek to provide...
insight
2nd March 2017
The increased adoption of digital utilities, such as e-signature, allows financial institutions to enhance the customer experience, optimize and expedite processes, all while realizing significant cost savings.
Click below to access the full report.
blogs
Business Strategy & Advisory
Proposition Design, Development & Delivery
22nd February 2017
In 2016, the impending DOL Fiduciary Rule, an influx of fintech acquisitions and partnerships, and speculation surrounding the U.S. presidential election made headlines in wealth management. As regulators and fintech...
insight
Compliance & Regulation
Data Management & Analysis
15th December 2016
The clock is ticking louder every day. The EU General Data Protection Regulation (GDPR) rules will become compulsory from 25 May 2018. Organisations, businesses and institutions will need to take action...
insight
Data Management & Analysis
5th December 2016
"Big Data" is a term which has come to spark much interest and discussion. Whether 'hype' or 'futuristic,' one thing is certain: "Big Data" has entered the technology industry lexicon...
blogs
Cyber & Network Security
25th November 2016
“Follow the money” is an old adage but one that cyber criminals take to heart still, as they target some of the world’s wealthiest private banking clients. Today, this client...
blogs
Client Engagement & Management
Digital Platforms & Tools
9th November 2016
Swiping through a mobile application to check your bank balance is pretty much second nature today. Even so, it’s hard to believe that versions of this technology have existed since...
blogs
Data Management & Analysis
7th November 2016
The role of data in business has evolved rapidly as vast changes in technology have increased the volume, velocity and variability of data gathered by businesses. Yet at the same...
insight
19th October 2016
Technological developments and changing customer preferences are placing demands upon the classical way that private banking clients and wealth management are advised by banks. This article analyzes how the traditional...