Capco corporate presentation

1. The Capital Markets Company
Capco
LinkedIn Presentation
29 July 2009

2. Contents
Capco overview
Transformation
What we do
Segment Focus
Design
Build
Operate
Global Delivery Organization
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3. Capco Overview

4. Capco
Capco is a global, integrated professional services firm dedicated to
the transformation of the Financial Services Industry
We are exclusively focused on the Financial Services Industry
We integrate our Consulting, Technology and Managed Services to solve the key
Focus issues facing our Financial Services clients
The combination of our industry expertise and our Global Delivery results in our
unique business model
We combine an unrivalled expertise in our industry with innovative new thinking
We deliver on the promises we make and transform the operational capabilities
Uniquely
and efficiencies of our clients
placed
It is a uniquely powerful combination that makes Capco the Transformation firm
for Financial Services
We deliver quality, industry content and value by leveraging a Global Delivery Model
Capco is … the Transformation firm for Financial Services
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5. This is Capco
We deliver quality, industry content and value from Design
through Build to Operate leveraging a Global Delivery Model
The Leading Enabler of Transformation in Financial Services
Dedicated to Financial Services – Deep Domain Expertise
Capital Markets Institutional & Alternative Investment Management
Corporate & Transaction Banking Retail Financial Services
Design Build Operate
Transformation Consultant Global On/Offshore Provider of
in Financial Services Technology Provider Managed Services
Consulting Services Technology Services Managed Services
Business strategy & operating Complex package integration Application management
model design Business process & content
Architect, design, plan management
IT performance improvement
Program, Project and Change management
Global Delivery
Onshore: 500+ Financial Services specialists India Global Operating Center: 2,500+ technology professionals
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6. Capco Global Credentials
Capco represents the next generation business model of professional
services firms
Key players
Strategy firms
Advisory
e.g. McKinsey, Booz Allen, BCG,
Strategy firms AT Kearney
Indian offshore players
Core Competency Focus
e.g. TCS, Wipro, Infosys
Global majors
e.g. Accenture, Cap Gemini, IBM
Capco Capco
Implementation
Global majors
Indian
offshore
players
Horizontal focus Industry focus
Domain Expertise
Capco Analysis
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7. Capco Institute
Innovative thinking and research in key financial services issues
position us as the thought leader in our market
The Capco Institute Primary research (selection)
Capco London Business School Sourcing Survey
US Banking Profitability Crisis Assessment
Sustaining Growth in Asset Management Profitability
Payments Survey
Operational Risk in Hedge Fund Investments Study
Offshoring FSI Operations Survey (w. Paraas Group
and Baruch College)
Reference Data: the Key to Quality STP (w. Reuters &
Tower Group)
Market Data Management: A Survey (w. Celent and
Inside Market Data)
Industry bodies (selection)
Securities Industry and Financial Markets
Association (STP initiative, Advisory Committee)
Asset Managers Forum
Managed Funds Association
ISITC - International Operations Association
(President’s Advisory Committee)
New York Stock Exchange (Operations Advisory
Committee)
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8. Financial Services Expertise
Within the Financial Services Industry, we serve our clients in
multiple market segments
Asset Management Corporate and Transaction Banking
Capital Markets Retail Financial Services
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9. Global Footprint
Capco's global organization ensures that we deliver industry based
delivery know how onshore and offshore
Capco’s global footprint GDM benefits
London
Amsterdam
Frankfurt Cost
Toronto Antwerp
Paris
San Francisco Geneva Scalability
New York
Bangalore
Mumbai
Value add / Quality
Pune
Regional centers
Delivery centers
Capco’s deep Financial Services domain knowledge across all centers for consistent
high quality and value added services for client projects
Capability for delivering Consulting, Technology and Managed Services solutions by
integrating requirements to deliver additional value at an optimal cost point
Combination of global resources and capabilities for projects ranging from onshore to
offshore delivery options for achieving scalability and customer satisfaction
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10. What we do
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11. Transformation
The Financial Services industry is transforming - four interrelated
themes have emerged and guide this Transformation
Transformation in Financial Services
A fundamental redesign of the core operating model, not just incremental change
Industry challenges Result Key themes
Regulatory compliance / A uniform requirement Componentization –
investment for scalable operations standardization of common
Major increase in volumes / that are flexible to process components for re-use
need for scalability and margin change and adapt to Dynamic Sourcing - Smart
compression product features, sourcing strategies that
service levels leverage global sourcing
Acceleration of product
development The ability to meet advantages
regulatory change Engineering Operations for
Increased complexity of
product “Process Excellence” -
Industrial techniques of
Client versus product centricity embedding risk and operational
Merger integration controls into the operating
Underinvestment in processes
technologies Technology - New messaging
Inter/intraday reporting of and workflow layers
management information
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12. Transformation
We apply our competencies and methodologies to transform
entire enterprises, product areas, departments as well as single
processes
Capco Transformation Methodology Capco services
Business Design the Target
requirement Operating Model by
Business requirements Business model Business service framework Market assessment
developing a set of strategic
Fig ure 1 5: Trea sury & m a rke ts a pp lic atio n arc hite ctu re (Eva SG )
Draft – w ork in pro gre ss
principles to ensure
Current state
architecture 2 Op e ra ti o s a n te c h o l o y b l e p ri n t d o c u me n t Ap p n d i x A.3 Di a g ra a p p e n d x – O cto b e r 2 0 0 - Ca p co c o n f d e n ti l
n d n g u e m i 3 i a
alignment of the Target
“As is” processes Existing organisation Application architecture Functional model Project list Operating Model with the
desired business goals
Future state Build the optimum solution
transformation
Functional model Process overview Technical architecture Operating model Organisation model by assembling components
and orchestrating them
Benefits &
business case
through rich workflow
Road map Program schedule & plan Key assumptions & drivers Benefit statement ensuring integration and
abstraction
Implemen-
tation Operate the complex and
Execution and delivery approach Sourcing options Quality program Financial case results
Workflow heterogeneous application
environments in an onshore
Management Data Process Control Sourcing Technology Clients Quality
offshore model and deliver
best in class TCO
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13. Segments focus
Capco’s proposition is segment based, focused on core industry
issues and differentiated by deep industry content
Segment focus
A primary focus on addressing the complex trading environments cross
asset class
Capital Markets
Key topic areas are Derivatives, Securities, Commodities, e-commerce,
Client Management, Market Infrastructure
A primary focus on supporting buy side clients in dealing with the
Institutional & introduction of structured products and derivatives into their portfolios
Alternative Investment
management Key topic areas are Hedge Funds, Asset Management, Fund
Administration
A primary focus on margin management, both revenue enhancement and
Corporate and cost efficiency against a backdrop of continuous margin erosion
Transaction Banking
Key topic areas are Payments, treasury, lending, trade finance
A primary focus on wealth management and the support of a major
Retail Financial market expansion
Services Key topic areas are customer data, Distribution, Sourcing, Mortgages,
Savings & Investment, Cards
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14. What we do
Capco integrates Consulting, Technology and Managed Services
in a Global Delivery Model to create superior value for its clients
Capco’s key business activities
Redesign our clients’ business strategies, operating models, IT strategies and architectures
Deliver industry content to ensure robust solutions to major business problems
Apply leading management techniques to achieve scalability, agility and process excellence
Exploit and implement technology to drive efficient Transformation
Deliver value by deploying a world class, content-led Global Delivery Model
Design Build Operate
Transformation Consultant Global On/Offshore Provider of
in Financial Services Technology Provider Managed Services
Consulting Services Technology Services Managed Services
Business strategy & operating Complex package integration Application management
model design Business process & content
Architect, design, plan management
IT performance improvement
Program, Project and Change management
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15. Core Competencies - Design
Capco’s consulting offerings are designed to drive business,
operational and IT change in the financial services domain
Design core competencies
We combine Financial Services know how, business consulting, process engineering and
Business strategy and technology skills
operating model design This enables the optimization of the design of business and operating models, and
associated detailed functional models, process and technology architectures
A structured, yet practical and pragmatic approach to developing architecture driven
roadmaps in complex FSI environments
Architect design plan
We have a toolset to support road mapping and scenario planning, experience across all
segments and a repository of benchmark architectures that is utilised to accelerate delivery
We enable step change performance improvement of IT through a particular focus on the
IT performance quality of service, of IT delivery and cost, generally through enabling successful off-shoring
Improvement We have full suite of industry specific methods, tools, processes, best practice frameworks
and people qualified in industry standards to ensure high quality deliver
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16. Core Competencies – Build & Operate
Capco’s technology offerings focus on domain specific, high
expertise areas of technology implementation and support
Build core competencies
Deep understanding of the Financial Services functional process and technology
environment enriches our ability to implement and integrate complex vendor technology
Complex package
In Capital Markets and IAIM we support Murex, Openlink, Sophis, Calypso, Fidessa,
integration
Advent
In RFS, focused on wealth, we support Odyssey, Simcorp, Temenos
Process excellence via the design and implementation of workflow technology, common
Business process and process components, intra and inter day metrics for cost, quality and control
content management Generally applicable with focus on CTB document intensive processes (eg Lending)
Key partners are Lombardi, Documentum, Systar, ILOG
Operate core competencies
Deliver of best in class Total Cost of Ownership (TCO) in the complex and
heterogeneous applications environments in an onshore offshore model
Application management
Primarily focused on the complex trading environment of the capital markets
Packages currently supported include Murex, Openlink, Sophis and Calypso
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17. Global Delivery Model (GDM)
Capco has built a GDM to combine the best of offshore delivery
with the best of onshore deep industry expertise
Capco Global Delivery Model components GDM value proposition
Financial Services We lead with deep industry expertise
expertise We integrate all our resources in a
domain
Global Delivery Organization
We operate a world class Global
Global Delivery Operating Center
Organization
engagement
Global
model
(GDO)
Capco We deploy a global engagement
GDM model that integrates our industry
expertise with our Global Delivery, in
all our locations
We provide a ‘one-stop shop’ to meet
Global Operations complex client requirements in the
Center Financial Services Industry
(GOC)
The new Global Delivery Model is core to Capco’s own Transformation
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