IGM Financial Inc., one of Canada’s leading wealth and asset management firms, has reportedly partnered with UK-based technology consultancy firm Capco to offer industry-leading client and advisor experiences through the end-to-end process automation and digitization.
According to sources familiar with the knowledge of the matter, IGM has become the first leading firm to leverage Capco’s cloud-based automation and digital solution named ‘PlatformZeroSM’ with this partnership. The collaboration marked a significant step forward in IGM’s earlier announced five-year transformation plan to renovate its digital platforms as well as technology infrastructure.
IGM has already digitized several paper-based activities including account openings, external transfers in, and account/costumer updates through collaboration with Capco. This has enabled the company to offer a top-notch experience for its advisors and clients and contributing distinctively to improve operational efficiency and quality.
Speaking on which, Mike Dibden, COO at IGM said that the company has chosen PlatformZer solution as part of digital transformation to fully automate its core business. This is a significant capability for the company’s advisors, clients, and operations teams, he states.
Mr. Dibden added that the solution integrates and leverages the company’s prior investments in smartphone and digital technologies through Salesforce and Broadridge’s R-Broker platforms.
Chris Ford, Managing Partner at Capco Canada said that the company is excited to work with IGM as it is shaping the next phase of automation and digital transformation for the financial industry. He added that the company developed PlatformZero by leveraging its more than two decades of experience in providing leading-edge technology and consulting solutions for its financial services customers.
For the record, Capco is UK-based one of the leading business and technology consulting firms dedicated to catering financial service industry. The company has developed PlatformZero solution to increase the efficiency and reduce high-cost processes across the back office and enhance service and control for end-to-end digitization.