How Holistic Financial Wellness Earns You Loyalty, Growth and Revenue 

Empower Your Customers  

At Capco, we know our financial services clients constantly gather insights into their customers’ lives through the data they collect. Most often, we see it used for cross selling and expanding product offerings. We’ve found a way to leverage customer data to help them proactively prepare for life’s unexpected events, leading to increased loyalty, growth, and revenue opportunities. 

Lead with Advice 

Instead of simply using customer data to trigger new product suggestions, use that data to do more. We bridge the digital gap between customer and advisor to deliver predictive advice in a personalized experience on par with what customers have come to expect in today’s digital landscape. 

Introducing … LifePlus 

We’ve designed a holistic financial wellness prototype that demonstrates what Capco’s digital experience capabilities can do for you. LifePlus provides new holistic solutions you won’t find in other financial wellness apps, including: 
  • The convergence of banking and wealth
  • The integration of insurance with spending and budgeting
  • The option to make trade-offs in goals-based planning
  • ‘What-if’ analysis beyond wealth management

How We Did It 

At Capco, we know your business and we know your customer — which allows us to quickly see the need for a product like LifePlus. We combine strategy, research, user experience design, content strategy, and our subject matter expertise to design a solution from the ground up with a simple goal: help customers build confidence and plan for life’s unexpected events.  

Small Steps, Big Picture 

How do we get customers to a state of holistic financial wellness? We start small. Small steps over time with continuous nudges in the right direction that establishes a healthy relationship with their finances. Our human-centered approach provides behavioral suggestions that empower your customers to develop long-term, healthy financial habits like planning, saving, and reaching goals they never knew they could. 

Partner With Us 

We have the experience, expertise, and accelerators to uncover what your business needs at the convergence of banking, wealth, and insurance. Partner with us to define a vision for the future and develop a roadmap, together. 

A GLIMPSE INTO LIFEPLUS

Read more

WHITEPAPER: WHY HOLISTIC FINANCIAL WELLNESS NEEDS A REMAKE

Read more

WHITEPAPER: UNRAVELLING THE FINANCIAL WELLNESS FORMULA

Read more

ONE-PAGER: RAISING THE BAR FOR HOLISTIC FINANCIAL WELLNESS

© Capco 2024, A Wipro Company