Wealth management

Increasing efficiency to meet client needs

With over 1.4 million unit holders representing 6.5 million fund accounts and our increased volume of transactions, we require reliable, flexible and cost-effective solutions that will allow us to provide efficient services to our unit holders. We are confident that CGI's products will support the rapid growth of our business.

Gerry O'Mahoney, Senior Vice President, Security Services,
TD Bank Financial Group

As investors increasingly seek financial planning and advisory services to help them effectively manage their money, wealth management has become a priority. There is growing competition in the wealth management space to provide specialized products and services to meet clients’ diverse needs. And wealth management firms face challenging industry trends, including the impending retirement of baby boomers who are living longer, an increased concentration of wealth, new regulations and advances in technology.

To support wealth management, firms are changing their business processes and technology infrastructures to implement a strategy that capitalizes on the opportunities inherent in these industry trends. By creating a holistic view of the client and seeking the development of innovative financial products that appeal to client needs, firms can support the growth and management of assets and ultimately gain a competitive advantage. Furthermore, it is imperative to improve the efficiency of processes, reduce servicing costs and ensure regulatory compliance.

CGI offers a comprehensive suite of wealth management solutions for banks, brokerages, investment advisors and insurers. Our best-of-breed solutions deliver an integrated wealth services strategy to help promote insight-driven client service, improve efficiency, reduce complexity and cost, and ensure compliance. We are a leader in providing mission-critical infrastructures to financial institutions with end-to-end fully managed service offerings—providing the scalability and flexibility required to evolve as the industry changes.

For more information on complementary services and solutions please visit our Insurance, Banking and Credit Union sections.