CapGen is a prominent investment manager dedicated to building and managing portfolios for families, endowments, and individual investors. Their approach combines personalized service with diversified investment strategies, including direct investments and real estate. As CapGen’s client base grew, the firm recognized the need for a scalable, integrated data intelligence platform that would allow them to manage more clients and assets under management (AUM) without compromising their high standards of client service.
The Challenge
With a commitment to providing personalized and comprehensive wealth management services, CapGen faced several operational challenges:
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Manual, Resource-Intensive Processes: Existing reporting processes were manual, time-consuming, and unsustainable for a growing client base. The firm needed a way to generate high-quality, automated reports across various asset classes to meet evolving client demands.
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Data Fragmentation: CapGen’s data was spread across multiple systems, which limited its ability to deliver timely insights, drive portfolio management, support risk analysis, and ensure regulatory compliance.
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Scalability and Cost Efficiency: As CapGen expanded, they needed a scalable solution that would allow them to grow their client numbers and AUM without a proportional increase in operational costs.
In short, CapGen’s growth ambitions required a sophisticated platform capable of managing and consolidating data to deliver automated, data-driven insights and robust reporting capabilities.
Solution: A modular, Data-First TOM
To address CapGen’s unique challenges, Point provided end-to-end support, designing a comprehensive wealth management target operating model (TOM). This solution offered CapGen the tools they needed to scale efficiently, deliver enhanced client service, and gain a competitive edge through data intelligence.
Key steps and features of the solution included:
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Discovery and Needs Analysis: Point began with a discovery phase, conducting high-level business process analysis to identify operational gaps and define CapGen’s strategic goals. This allowed Point to understand CapGen’s “data value chain” mapping out how data would need to flow across the organization to maximize insights and efficiency.
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Data Value Chain Mapping: The data value chain exercise produced a clear data schematic that highlighted areas for competitive advantage and opportunities to introduce efficiencies. This step was instrumental in identifying CapGen’s core data requirements and guiding the overall design of the platform.
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Solution Design and Vendor Selection: Based on the mapped requirements, Point evaluated potential technology vendors, selecting those with capabilities that aligned with CapGen’s data and operational needs. A multi-vendor solution was designed, integrating best-in-class 3rd party technologies working alongside the Point-designed analytics and reporting platform.
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Customizable Reporting and Analytics: Leveraging the Point platform’s robust analytics and reporting capabilities, CapGen could now deliver pixel-perfect, automated reports tailored to clients’ specific needs. This shift from manual to automated reporting saved significant time and resources, allowing CapGen to provide timely, on-demand insights to their clients.
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Scalability and Cost Efficiency: The Point platform enabled CapGen to scale without incurring prohibitive costs. This scalable infrastructure was vital for supporting future growth while maintaining efficiency.
Outcome
CapGen’s wealth management Target Operating Model, augmented by the Point advanced analytic and reporting platform, transformed their data operations, delivering substantial benefits in scalability, efficiency, and client satisfaction.
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Enhanced Client Service: The platform’s customizable reporting and robust analytics provided CapGen’s clients with comprehensive, high-quality insights and digital reports, enhancing client engagement and satisfaction.
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Cost Savings and Efficiency: By automating analytics and reporting, CapGen reduced the need for manual processes, freeing up resources for high-value tasks and reducing risk.
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Strategic Decision-Making: The advanced analytics supported CapGen’s investment process empowering the team to make data-driven decisions more confidently and quickly at the single and cross-client basis.
“Outstanding client service lies at the core of our business; it’s what our clients expect and what we have always delivered. With Point as our strategic technology partner, we have been able to institutionalize, scale, and enhance our service model without losing our personal touch. I am pleased to say that with Point Group as a strategic technology partner, that is exactly what we have been able to achieve.”
Ian Barnard, Founding Partner & CEO, CapGen
Conclusion
Through the implementation of Point’s IDI Platform, CapGen now operates with a future-ready, scalable wealth management system designed to handle the demands of a growing client base. By integrating advanced data intelligence and automation, CapGen has secured a competitive advantage and positioned itself for continued growth, maintaining its commitment to delivering high-quality, personalized investment management services.
