Global Wealth Manager

Capco develops 5-year transformational road map for a wealth manager

A large financial services firm offers capital markets, wealth management, insurance and banking services. Its wealth management arm is a global top 10 wealth manager with more than $100 billion of assets under management and a global presence in over 15 countries.

Confronting Challenges
Our client sought an integrated business and technology architecture review to build an end-to-end target operating model in alignment with its strategic objectives.

Capco assessed the platform’s current capabilities’ level of maturity and ability to deliver on the firm’s identified business strategies. We then defined the target state business and technology architecture models based on industry best practices, assessed gaps, and developed initiatives to address them.

Key Benefits

  • Provided a comprehensive assessment of current capabilities and developed a target state architecture that would achieve aggressive growth strategies in a cost-effective manner
  • Provided a transformational road map that detailed how to achieve the target state, quantifying the associated costs and benefits related to each of the proposed initiatives