Capco Roadmap Helps Leading UK Wealth Manager to Move to Consolidated Operating Model

Capco engaged to consolidate businesses onto a single platform.

Our client wanted help to consolidate several advisory, discretionary and execution-only platforms which had overlapped through a series of acquisitions and organic growth.

The firm wanted to codify and simplify its back-office system architecture in order to reduce costs and provide a solid technology platform for future growth through product diversification and higher transaction volume.

We established an optimal technology platform strategy for the wealth solutions business, and created a business case to show how the firm would benefit from adopting the recommended architecture. We also developed migration path options with a supported recommendation.

Benefits

• Better understanding of business and technical requirements
• Clear framework for evaluating and selecting from available technology solutions, developing the supporting business case and engaging with the chosen vendor to mobilize the program