Capco Aligns Regional Strategies of Major International Bank’s Wealth Business

Capco brings unified approach to disparate regional strategies.

Our client’s wealth management division had bought licenses for Odyssey T’A for four discrete locations, but lacked a unified technology or business strategy. Capco was asked to develop an understanding of the IT and investment business strategy and devise a roadmap to harmonization and roll-out of T’A across numerous geographical locations over the next two to three years.

We delivered a clear, concise and coherent platform strategy for the front-office portfolio management platforms, realizing an excellent return on investment.

Benefits

  • Harmonization and transition roadmaps enabled different regions to align to a common deployment model
  • Greater sense of control through centralized technology ownership
  • Improved business management, consolidation and reporting across regions, allowing implementation of centralized investment strategies