Increase Client Autonomy and Create Commercial Opportunities

Client Needs & Objectives


  • Digital tools: financial institutions digital channels do not meet client needs
  • Risk of disintermediation: increased competition on the area of client relationship (fintechs, incumbents, etc.)
  • MIFID2 impacts: necessity to increase customer satisfaction in the context of tarification transparency

Client situation:

  • Large and complex wealth structure
  • Few time available
  • Looking for tailored financial advice

Our approach

Add to the existing digital channels:

  • New digital services (Wealth dashboard, transaction tools, etc.)
  • Financial expertise tools (Simulators, legal and tax information, etc.))

Client Benefits & Main Results

  • Pre-qualified commercial rebounds that will save time for both clients and CRMs with a higher conversion rate

  • Provide the financial institution’s experts a global view of the client’s wealth situation

  • Showcasing the bank’s expertise generating an improvement of its attractivity and its customer relationship intensity

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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”.

Our journey continues as