Wealth Management

The evolving demographics and anticipated wealth transfer of the baby boomer generation is creating an unprecedented opportunity in wealth management. But the opportunity is not without obstacles. Pursuing it challenges our wealth management clients to retain and grow assets, enhance investment performance, and mitigate risk – all while dealing with a wave of new regulations.

CG helps our clients identify significant opportunities to derive cost savings and improve client service, satisfaction, and loyalty levels in increasingly competitive global markets. We integrate our Management & Technology Consulting, Delivery, and Program & Project Management capabilities to deliver solutions that enable you to spend less on your business and deliver more for your clients in these key areas:

• Brokerage
• Retirement Services
• Insurance Services

Brokerage

The issues you face:

Volatile markets, shell-shocked clients, multi-channel strategies, intense margin pressures, zealous government oversight. The list of challenges for the brokerage industry seems endless, but the opportunities are still there; they’re just a little harder to come by in the current environment. The key to success lies in creating and nurturing a fully integrated relationship with your clients – providing all your firm has to offer through a unified sales and service experience.

How CG helps you succeed:

CG uses its industry and consulting expertise to help you put the right front- and back-end pieces in place – and seamlessly knit them together – so your clients and your business can benefit from a “total care” approach. From consolidated desktops and data management solutions to cross-selling and knowledge management strategies, we help you chart a client-centric growth path for any business climate. The areas and issues we help you address include:

• Retail brokerage
• Securities investment
• Integrated customer experience
• M&A integration
• Account conversions

Retirement Services

The issues you face:

By 2030, 70 million Americans – or 20-25% of the population – will be 65 or older. From a financial services perspective, that’s a huge amount of money to manage, data to track, customers to service, and channels to maintain. But to your clients, it’s all about service and return on investment. How can you balance both to mutual advantage? Technology can help; so can process improvement. But where to start and how to ensure an integrated approach?

How CG helps you succeed:

CG helps its clients bridge the gap between business demands and client expectations. We work with you to design and deliver technology-enabled solutions that improve the client experience and your behind-the-scenes operations – including plan management, data tracking/analysis/reporting, account integration, and overall performance. Our combination of management consulting, technology delivery, and program management capabilities means there isn’t a challenge we can’t help you overcome in key areas of your business, including:

• Individual trust
• Private/participant retirement
• Institutional
• Asset management
• Estate planning

Insurance Services

The issues you face:

Uncertainty in tax policy legislation and health care reform is placing new emphasis on insurance services as an integral part of successful wealth management strategies. To address clients’ concerns about family-wide long-term care, tax mitigation, and life’s unforeseen events, wealth managers must be prepared to understand and integrate customized insurance offerings into clients’ account portfolios. Having the right client service strategies and data management tools in place is essential to meeting the needs of your clients and your business.

How CG helps you succeed:

CG helps you move beyond the traditional siloed approach to account and data management so you can provide a top-notch client experience while driving efficiency, cost savings, and flexibility across your organization. Our wealth management and insurance expertise – coupled with our integration experience across channels technology systems, and information sources – delivers the comprehensive and unified view of client accounts you need to be successful.