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Wealth management solutions

Today's global financial institutions face complex issues and limited resources in an ever increasing competitive environment driven by business, operational and regulatory change. Financial institutions have a renewed emphasis on cost efficiency, performance, quality and responsiveness. CGI assists clients in preparing for and managing the impact of these changes to ensure they enhance their competitive advantage.

CGI has built a unique position delivering expert wealth management consulting services focused on front, middle and back office capabilities. Our experienced investment management professionals help organizations define strategies in order to, design, develop and implement the systems and processes that best realize an organization's transformation objectives.

As an end-to-end provider, CGI has deep expertise in all facets of our clients' wealth management business and technology platform, enabling us to not only advise but to implement and manage solutions. CGI maintains a solid track record with deep industry and product knowledge to offer our clients a full continuum of services. This is complemented by CGI's best-fit global delivery approach, resulting in the right combination of value and expertise.

Experience and expertise

  • End-to-end wealth management solutions for banks, brokerages, investment counsellors, advisors and insurers
  • Industry-leading know how and experience in the wealth management sector
  • A wide range of wealth management consulting and systems integration projects with leading financial services organizations
  • A fully managed service offering that includes ASP, facilities management, disaster recovery and technical support.
  • ISO 9001 certified and SEI CMMI Level 3 and 5 compliant quality processes and frameworks