Financial institutions are committed to improving their clients’ financial wellbeing - but many Canadians still face challenges in achieving even basic financial goals.
Industry research highlights how Canadians are increasingly turning to their banks for support and guidance as they navigate everyday economic pressures. This presents an incredible opportunity for banks to enhance trust, deliver greater value, and foster stronger relationships with their clients.
In our new three-part series - 'The Confidence Equation: How Canadian Banks Can Enhance Financial Wellbeing' - we explore how banks can rise to the occasion and make a lasting impact for their customers. By addressing challenges head-on, they can empower Canadians to not only meet their goals - but also to dream bigger and achieve more.
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The right technology combined with a deep understanding of our clients and their industries enables us to overcome some of financial services' biggest challenges.
We are infusing consulting with AI to deliver even greater value for clients, using cutting-edge and custom-built AI tools to automate manual processes, augment capabilities, and accelerate transformation – safely, securely and responsibly.
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Financial Wellbeing - Insights & Analysis
The Advisory Opportunity
A secure future starts with smart planning. Explore how banks can provide expert guidance, powerful savings tools, and financial education to help Canadians build lasting wealth.
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Credit Delinquency
Debt shouldn’t define Canadian's financial futures. Financial institutions play a crucial role in helping Canadians stay on track with responsible lending, flexible repayment solutions, and proactive financial guidance.
Coming soon!
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Customer Experience & Satisfaction
Banking should be seamless and stress-free. By offering personalized support, intuitive digital tools, and responsive service, financial institutions can empower Canadians to take control of their finances with confidence.
Coming soon!
Click here to be notified upon release
Connect with our experts
Our GenAI Principles
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contact us
Theepah Tharmalingam
Partner, Banking & Payments theepah.tharmalingam@capco.com
Carmen Puzzo
Senior Advisor, Banking & Payments
carmen.puzzo@capco.com
Carmina Venditti
Partner, Wealth & Asset Management
carmina.venditti@capco.com
Capco integrates 25 years of industry-leading innovation with cutting-edge GenAI tools, technology, and training to unlock and accelerate higher-value outcomes for our clients. From process reengineering to exploring new market opportunities, we help you prepare, pilot, and scale GenAI-powered initiatives that reduce complexity, drive innovation, and fuel growth.
Jasmina Hazuria
Executive Director,
Wealth & Asset Management
jasmina.hazuria@capco.com
Mark Richards
Managing Principal, Banking & Payments
mark.richards@capco.com
Brian Lian
Associate, Banking & Payments
brian.lian@capco.com
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