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Capgemini is a $24 billion global tech services company that operates in nearly 50 countries. It supports companies with everything from creating software development and creating applications to maintaining desktops by harnessing cloud, data, AI, connectivity, and digital engineering. Krishnan noted that, while many pre-digital systems couldnt capture someones ESG impact, Capgemini now is fast-tracking the tech for it.

Capgeminis new products require clients to state their ESG values, so its tech can measure how well those are reflected in their portfolios.

Weve designed a very personalized product, which goes to the heart of what ESG means to each and every individual, said Krishnan. We can create those streams of portfolios, making it easy for them to track the data and portfolio performance in terms of how the ESG market is behaving.

Capgemini works with the advisors to design a plan to capture their customers ESG attributes and improve their ESG attribute segmentation. Clients can then answer a questionnaire, stating what they like, and want, in an ESG. Then, using AI and natural language processing, the app looks for key themes and compares what customers said they want to what is in their portfolio. It points out discrepancies, so advisors can get a portrait of whats there and needs to be aligned. People can also download their portfolio on the app and check it daily to take corrective action.

So, a lot of people are able to look at their customer with a 360-degree view in terms of what theyre all about rather than just from an academic perspective, said Krishnan, because at the end of the day, it is a very personal choice in terms of what customers want to make the difference.

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Are the ESG values your clients want actually in their portfolios? - Wealth Professional