There’s never been a more exciting – or challenging – time to be in the wealth management industry. Hear some of the world’s leading financial institutions and brands share ideas on how wealth managers can harness the power of digital interactions to their advantage. Join us for this one-hour webinar, hosted by Jill Schlesinger, CFP Business Analyst at CBS News, as a select panel of experts explores strategies for: - Surviving and thriving amidst digital disruption - Adapting to automated advisory services - Differentiating wealth management practices

1. 1Capgemini Financial Services: All Rights Reserved
CFP Business Analyst
CBS News
@jillonmoney
Jill Schlesinger Hardeep Walia Bill Sullivan
CEO
Motif Investing
@hardeepw
Jonathan Stein
Founder and CEO
Betterment
@jonstein
Hart Lambur
Co-Founder and CEO
Openfolio
@hal2001
Head of Global Financial
Services Market Intelligence,
Capgemini
@wfsullivan3
Head of Marketing, Wealth
Management Brokerage
Wells Fargo
@RachelPerkel
Rachel Perkel

2. 2Capgemini Financial Services: All Rights Reserved
U.S. HNWI Wealth Grew 9% to $15.2 Trillion, Adding over
$1 trillion of New Wealth
1
2 4
3
5
Top 12 U.S. MSAs for HNWI Population and Wealth
Source: Capgemini U.S. Wealth Report 20-15
www.WorldWealthReport.com
www.US-WealthReport.com

3. 3Capgemini Financial Services: All Rights Reserved
54%
49%
65%61%
54%
45% 48%
22%
34%
12%
35%
14%
0%
20%
40%
60%
80%
Under 40s Have High Digital Demands for All Firm Interactions
Under 40 40+
HNWI Channel Importance for Different Wealth Management Capability Areas
(% of HNWIs Noting High Importance), 2014
Source: Capgemini Analysis, 2014; Global HNW Insights Survey 2014, Capgemini, RBC Wealth Management, Scorpio Partnership
52%51%
57%
53% 55%52%
46%
25%
40%
19%
43%
20%
0%
20%
40%
60%
80%
59%58% 58%
45%
58%56%
46%
26%
36%
20%
41%
24%
0%
20%
40%
60%
80%
In-Person/
Phone
Internet E-mail Mobile Social
Media
Video In-Person/
Phone
Internet E-mail Mobile Social
Media
Video
In-Person/
Phone
Internet E-mail Mobile Social
Media
Video
INFORM ENGAGE
TRANSACT
Biggest gap lies in the
newer digital channels
of mobile, social
media, and video.
www.WorldWealthReport.com
www.US-WealthReport.com

4. 4Capgemini Financial Services: All Rights Reserved
Under 30s Have Lower Levels of Satisfaction, Loyalty, and Trust,
And Are More Likely to Have Relationships with Multiple Firms
Source: Capgemini and RBC Wealth Management Global HNW Insights Survey, 2015
Key Differences of Under 30 HNWIs with Older HNWIs
www.WorldWealthReport.com
www.US-WealthReport.com

5. 5Capgemini Financial Services: All Rights Reserved
Younger HNWIs Propel Rise of Automated Advice in the U.S.
Note: Questions asked: “Would you ever consider having a portion of your wealth managed by an automated advisory service”?; “How much of your portfolio would you consider
transferring to an automated advisor”?
Source: Capgemini and RBC Wealth Management Global HNW Insights Survey, 2015
Proportion of Wealth U.S. HNWIs are Willing to
Transfer to Automated Advisory Services, Q1 2015
U.S. HNWI Willingness to Use
Automated Advisory Services, Q1 2015
www.WorldWealthReport.com
www.US-WealthReport.com

6. 6Capgemini Financial Services: All Rights Reserved
Wealth Managers Greatly Underestimate HNWIs Propensity
to Use Automated Advisory Services
Note: Questions asked: “Would you ever consider having a portion of your wealth managed by an automated advisory service?”; “In your view, would your
HNW clients consider having a portion of their wealth managed by ‘automated advisors?”
Source: Capgemini and RBC Wealth Management Global HNW Insights Survey, 2015; Capgemini Wealth Manager Survey, 2015
HNWI and Wealth Manager Assessment of HNWI Propensity to Use
Automated Advisory Services (by Region)
www.WorldWealthReport.com
www.US-WealthReport.com

7. 7Capgemini Financial Services: All Rights Reserved
https://www.worldwealthreport.com/apwr https://www.worldwealthreport.com/uswr
#WWR2015
World
Wealth Report 2015
#USWR2015
https://www.worldwealthreport.com
Asia-Pacific
Wealth Report 2015
U.S.
Wealth Report 2015
Explore More Findings from Capgemini’s Wealth Reports
#APWR2015
www.capgemini.com/wealth