Creating value through partnership: building integrated ecosystems across the value chain
Indosuez Wealth Management, in private banking (client since 2025), Amundi SGR, as the product factory (client since 2006), and CACEIS Investor Services, in asset servicing (client since 2021), form a closely connected ecosystem in Italy. Their business models are deeply interconnected, making integration not only an operational requirement but a way to coordinate specialised entities through shared services and interoperable technology platforms. Together, they are part of Crédit Agricole Group, for which Italy is the second-largest domestic market after France.
Connecting Credit Agricole’s businesses through one interoperable ecosystem, enabling scalable growth, regulatory compliance and operational excellence.
As one of the largest financial groups in the world, Crédit Agricole operates across multiple business lines, service models, geographies and regulatory frameworks. Over time, as the organisation expanded in scale and complexity, the need for greater efficiency, scalability and integration grew with it. The challenge was clear: to connect different businesses, entities and markets without increasing fragmentation and operational complexity.
Large financial groups are becoming more complex and multi-business. It is key to understand how you connect different businesses, different entities and different markets without increasing complexity. Partnerships can transform fragmentation into an integrated ecosystem.
Gianbattista Geroldi
CEO Italia, Objectway
To support this ecosystem, Crédit Agricole partnered with Objectway, connecting these independent businesses through dedicated platform capabilities as a unified operational backbone. Built progressively over more than twenty years, the relationship evolved entity by entity, adapting to the operational and regulatory requirements of each business line while maintaining interoperability across the wider Group architecture.
For Amundi, a Discretionary Portfolio Management Platform in SaaS connects the product factory to its distribution networks across institutional, private and retail clients.
For CACEIS, a Transfer Agent Platform combined with investment compliance services addresses the Italian market specificities that global infrastructure alone cannot cover.
For Indosuez, a Banking Solution in BPaaS delivers taxation, regulatory reporting and external asset management, serving as the compliance backbone for a market with over 120 annual regulatory submissions to Italian authorities.
The impact of this model now extends across the entire value chain. Interoperability across the ecosystem has progressively reduced duplication, improved operational integration and strengthened collaboration between the entities.
Business Benefits
Successful expansion and operational scaling in Italy
Reduced fragmentation across business entities
Improved regulatory compliance and operational efficiency
Faster innovation delivery, including tokenized fund initiatives
Enhanced interoperability across wealth, asset management, and custody services
A true technology partner is not just a service provider, it is the glue that enables interoperability between the product factory, private banking and custodian banks.
Lara Boccotti
Deputy COO, Amundi SGR
Objectway was the best-in-class platform: a market leader, well-connected with a large number of distributors, and already trusted by major asset managers. That integration with Amundi was key for us to enter the Italian market.
Giorgio Solcia
Country Managing Director, CACEIS Bank
We needed a partner with specific characteristics: international solidity combined with flexibility to customisation, and vertical experience to support our local team in maintaining compliance with regulatory requirements over time. We found these characteristics in Objectway. But this is not an arrival point — it is the start of a new journey.
Simona Feudatari
Chief Operating Officer, Indosuez Wealth Management Italia
Indosuez Wealth Management, the global private banking brand, Amundi, Europe’s largest asset manager, and CACEIS, a leading asset servicing provider, together deliver integrated wealth management, investment management, custody and fund administration services to institutional and private clients worldwide. They are all part of the Crédit Agricole Group, one of Europe’s leading financial institutions.
