Delta Capita Wealth Introduction

Delta Capita: An Introduction Wealth

Delta Capita, the Financial Services division of Prytek, is a leading Consulting, Managed Services and Technology provider with a unique combination of FS experience and tech innovation capability.

Our Industry Sectors Capital Markets.

Retail Banking

Commercial Banking

Asset Management

Wealth

Insurance

Our Services Consulting: We provide a proven advisory and transformation execution capability, which can accelerate the delivery of change programmes from inception through to benefits realisation.

Services: We provide solutions ranging from Resource Augmentation through to fully tech-enabled, Mutualised Managed Services. We currently provide services in Client Lifecycle Management, Post Trade, Structured Products, Pricing & Risk and Market Infrastructure.

Mutualised Managed Services: Our vision is to reinvent the Financial Services Value Chain. We leverage our industry expertise, proprietary technology & investment capital, and work with our clients to: ► Replace high-cost, non-differentiating in-house platforms with our Mutualised Managed Services ► Identify valuable technology assets, supporting non-differentiating functions, which can be commercialised in a joint venture.

We are a trusted partner for a more efficient, effective and secure Financial Services value chain.

65+

Utah

Clients Globally.

Dallas Jacksonville

Amsterdam

1,000+

Dublin Wrexham

New York

Expert practitioners and consultants globally

Birmingham

Frankfurt

London

Tel Aviv Bangalore Hong Kong Singapore

Tier 1 & 2 Service Top Financial Institutions.

Wealth Who we are: We can support clients across their value chain. As an established "challenger" in the consulting industry, we provide both advisory and execution using a blend of our global delivery capability, extensive domain knowledge and competitive pricing structures. In addition, we provide solutions ranging from Resource Augmentation through to fully tech-enabled, mutualised managed services to help our clients reduce cost and increase quality.

How we work with our clients: At Delta Capita, we work with our clients across the wealth management value chain, including wealth managers and financial advisory firms. We support from strategy and target operating model definition through to delivery expertise and capacity. We combine this with expertise in product innovation, data, regulation, process design and technology plus experience in reinventing client experience, business models, and digital innovation.

Delivery Expertise We provide our clients with delivery capacity to help meet project objectives provide key transformation resources including Project managers, Business Analysts, PMO’s to deliver across key change initiatives.

Strategy and Target Operating Models We partner with our clients to define new operating models, new customer propositions and find operational efficiencies critical to retail banks given the pressure on revenues and need to find new value streams.

Customer Experience We have extensive experience transforming customer experience for high-net-worth individuals through both a customer and internal operations and cost lens. Whether looking at and E2E customer journey review or reviewing a specific products value proposition we can support.

Risk and Regulation We help our clients navigate the regulatory landscape on key regulations such as Consumer Duty, Resilience, Dora and Sustainability. We can also support against the threat of cyber security and fraud, given the increasing threat to the sector.

Data and Automation Data sits at the core of most of our engagements from analytics, data management, architecture, performance optimisation, automation, data science and AI. Our data team can support in evaluating and optimising fee structures and revenue models through to investment portfolio analytics including ESG investing and risk modelling.

A selection of our relevant clients

Relevant Case Studies A selection of our client success stories: Wealth Manager – Strategy and Market Analysis Delta Capita were engaged by Wealth Manager to understand ‘where to play’ and ‘how to win’ in the wealth space. As part of this work DC conducted a full market research, competitor analysis and strategy for the product including initial market research into customer needs and perceived gaps, segmentation, features and functionality, full competitor analysis both existing and entry threats, Customer Journey Mapping and surrounding support flows and go to market and launch strategy

UK Private Bank - Digital and data transformation The client required support to deliver a bank-wide digital and data transformation across an 18-month period.

Delta Capita supported across multiple workstreams including Onboarding, Service Excellence, Online Banking, Lending, Payments and Trusts. We supported from current state assessment and benchmarking, analysis, vendor selection to project governance and planning.

Wealth Management - New Market Expansion Strategy We conducted a full review of the clients existing market footprint and potential markets to explore. DC developed a new market expansion strategy for an established global wealth management firm providing a new Digital Advisory Service business line from their Asia Pacific Headquarters in Singapore. The review was guided by the firm’s mission statement, focused on risk/return and proposed tactical moves towards strategic goals

UK Wealth Manager | Development and implementation of end-to-end Consumer Duty Strategy We analysed the clients existing business processes against all the key Consumer Duty Pillars to create a comprehensive FCA compliance roadmap. DC SMEs and a core delivery team supported the client to execute the roadmap in time for the regulatory go live which included policy updates, staff training as well as critical technology enhancements.

Global Tier 1 Bank – Target Operating Model Developed a Target Operating Model for the group technology function with 14000 professionals. The target state was to break down organisational silos within technology i.e. Investment Banking technology, Wealth Management technology into one homogeneous global technology department within the firm. The engagement touched on all aspects of the technology organization ranging from developer productivity, to process simplification and adapting to Agile ways of working.

UK Private Bank| Development of full strategic plan incorporating new ESG approach and outcomes Delta capita worked with a global comms and media technology and solutions provider to advise on their strategy and go to approach to enter retail banking specifically in the US with an eye on global expansion. We conducted a current state assessment of the clients existing product mix, SWOT, competitor analysis and key market trends. We then looked across the whole value chain utilising our proprietary tech to look at customer sentiment in retail banking to inform a comprehensive strategy.

UK Private Bank| Strategic incorporating new ESG approach and outcomes The client required support to refresh its commercial, technical and delivery strategy, including development of previously unaddressed ESG thinking and plans. We developed a ‘horizon’ of 5yr strategic planning for the bank, building on existing purpose, goals and success and incorporating a new strategic approach to ESG risks and opportunities. This involved refining client segmentation and targeting approach, definition of the bank’s target state, gap analysis vs. current state; prioritisation of future investment and a design of a new measurement framework

Contact Us

Head of Retail, Wealth and Insurance Head of Retail Banking - Benelux Head of Retail Banking – Ireland Head of Risk & Regulatory

Sarah Carver Loek Bleijswijk Ronan Brennan Karan Kapoor

sarah.carver@deltacapita.com loek.bleijswijk@deltacapita.com ronan.brennan@deltacapita.com karan.kapoor@deltacapita.com