Digital strategy definition

Client Needs & Objectives

The objective of the project was to conduct, over a 5-months period, a Digital Observatory on Asset Management, focusing on key “traditional” as well as “new” players, particularly in Europe and Asia.

The final objective was to design the adapted Digital Strategy and Roadmap for NN IP.

Our approach

Phase 1 : Discovery

  • Identify the key trends initiated by traditional asset managers as well as the Fintech start-ups ecosystem blossoming in AM
  • Understand why and how new, established players are entering asset management as a diversification from their core business
  • Focus on User Experience as the centre of gravity of the benchmark

Phase 2 : Strategy design

  • Present CH&Cie’s convictions on digital in Asset Management
  • Identify potential impacts on existing product roadmap and quick wins
  • Define the strategic roadmap on digital

Client Benefits & Main Results

  • Positioning of the client on European and Asian market of Asset Management

  • Construction of a vision of the Asian technological landscape

  • Construction of a 2020 vision of Asset Management sector

  • Definition of next steps to move forward in conquering digital

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

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