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Capco corporate presentation
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The Capital Markets CompanyCapco
LinkedIn Presentation29 July 2009
2 - Capco - July 2009 - Capco confidential
Contents
� Capco overview
� Transformation
� What we do� Segment Focus� Design� Build� Operate� Global Delivery Organization
Capco Overview
� We are exclusively focused on the Financial Service s Industry
� We integrate our Consulting, Technology and Managed Services to solve the key issues facing our Financial Services clients
� The combination of our industry expertise and our G lobal Delivery results in our unique business model
Focus
Uniquely placed
We deliver quality, industry content and value by l everaging a Global Delivery Model
Capco is … the Transformation firm for Financial Ser vices
Capco Capco is a global, integrated professional services firm dedicated tothe transformation of the Financial Services Indust ry
� We combine an unrivalled expertise in our industry with innovative new thinking
� We deliver on the promises we make and transform th e operational capabilities and efficiencies of our clients
� It is a uniquely powerful combination that makes Ca pco the Transformation firm for Financial Services
4 - Capco - July 2009 - Capco confidential
This is CapcoWe deliver quality, industry content and value from Design through Build to Operate leveraging a Global Delive ry Model
The Leading Enabler of Transformation in Financial Services
Global Delivery
� Onshore: 500+ Financial Services specialists � India Global Operating Center: 2,500+ technology pro fessionals
Dedicated to Financial Services – Deep Domain Expert ise� Capital Markets � Institutional & Alternative Investment Management� Corporate & Transaction Banking � Retail Financial Services
Operate
Technology ServicesConsulting Services Managed Services
Transformation Consultant in Financial Services
Global On/Offshore Technology Provider
Provider of Managed Services
� Business strategy & operating model design
� Architect, design, plan� IT performance improvement
� Complex package integration� Business process & content
management
� Application management
BuildDesign
Program, Project and Change management
5 - Capco - July 2009 - Capco confidential
Capco Global Credentials Capco represents the next generation business model of professional services firms
Impl
emen
tatio
nA
dvis
ory
Horizontal focus Industry focus
Strategy firms
Capco
Capco Analysis
Domain Expertise
Global majors
Indian offshore players
Cor
e C
ompe
tenc
y F
ocus
Strategy firms e.g. McKinsey, Booz Allen, BCG, AT Kearney
Indian offshore players e.g. TCS, Wipro, Infosys
Global majors e.g. Accenture, Cap Gemini, IBM
Capco
Key players
6 - Capco - July 2009 - Capco confidential
Capco InstituteInnovative thinking and research in key financial s ervices issues position us as the thought leader in our market
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)
The Capco Institute
7 - Capco - July 2009 - Capco confidential
Financial Services ExpertiseWithin the Financial Services Industry, we serve ou r clients in multiple market segments
Asset Management Corporate and Transaction Banking
Capital Markets Retail Financial Services
8 - Capco - July 2009 - Capco confidential
Global Footprint Capco's global organization ensures that we deliver industry based delivery know how onshore and offshore
� Capco’s deep Financial Services domain knowledge ac ross all centers for consistent high quality and value added services for client pr ojects
� Capability for delivering Consulting, Technology an d Managed Services solutions by integrating requirements to deliver additional valu e at an optimal cost point
� Combination of global resources and capabilities fo r projects ranging from onshore to offshore delivery options for achieving scalability and customer satisfaction
Toronto
San Francisco
New York
London
AmsterdamFrankfurtAntwerp
ParisGeneva
Regional centers
Delivery centers
Capco’s global footprint GDM benefits
Bangalore
MumbaiPune
Cost
Scalability
Value add / Quality
9 - Capco - July 2009 - Capco confidential
10 - Capco – March 2008 - Capco confidential
What we do
TransformationThe Financial Services industry is transforming - fo ur interrelated themes have emerged and guide this Transformation
Transformation in Financial ServicesA fundamental redesign of the core operating model, not just incremental change
� Regulatory compliance / investment
� Major increase in volumes / need for scalability and margin compression
� Acceleration of product development
� Increased complexity of product
� Client versus product centricity
� Merger integration
� Underinvestment in technologies
� Inter/intraday reporting of management information
Industry challenges
� Componentization –standardization of common process components for re-use
� Dynamic Sourcing - Smart sourcing strategies that leverage global sourcing advantages
� Engineering Operations for “Process Excellence” -Industrial techniques of embedding risk and operational controls into the operating processes
� Technology - New messaging and workflow layers
Key themes
� A uniform requirement for scalable operations that are flexible to change and adapt to product features, service levels
� The ability to meet regulatory change
Result
11 - Capco - July 2009 - Capco confidential
TransformationWe apply our competencies and methodologies to tran sform entire enterprises, product areas, departments as w ell as singleprocesses
Capco Transformation Methodology
Future state
Current state architecture
Implemen-tation
Business requirements Business model Market assessment
Road map Key assumptions & drivers
Financial case results
Program schedule & plan Benefit statement
“As is” processes Existing organisation Application architecture Functional model Project list
Functional model Process overview Operating model Organisation modelTechnical architecture
Business service framework
2 Operations and tec hnology blueprint doc ument Appendix A.3 Diagram appendix – O ctober 2003 - Capco c onfidentia l
Draft – w ork in pro gre ss
Figure 15: Treasury & marke ts app lic ation arc hitectu re (Eva SG )
Execution and delivery approach WorkflowSourcing options Quality program
Benefits & business case
Businessrequirement
Capco services
� Design the Target Operating Model by developing a set of strategic principles to ensure alignment of the Target Operating Model with the desired business goals
� Build the optimum solution by assembling components and orchestrating them through rich workflow ensuring integration and abstraction
� Operate the complex and heterogeneous application environments in an onshore offshore model and deliver best in class TCO
Management � Data � Control � Sourcing� Process � Quality� Technology � Clients
transformationtransformation
12 - Capco - July 2009 - Capco confidential
Segment focus
� A primary focus on addressing the complex trading environments cross asset class � Key topic areas are Derivatives, Securities, Commodities, e-commerce,
Client Management, Market Infrastructure
Capital Markets
� A primary focus on supporting buy side clients in dealing with the introduction of structured products and derivatives into their portfolios� Key topic areas are Hedge Funds, Asset Management, Fund
Administration
Institutional & Alternative Investment management
� A primary focus on wealth management and the support of a majormarket expansion� Key topic areas are customer data, Distribution, Sourcing, Mortgages,
Savings & Investment, Cards
Retail Financial Services
� A primary focus on margin management, both revenue enhancement and cost efficiency against a backdrop of continuous margin erosion� Key topic areas are Payments, treasury, lending, trade finance
Corporate and Transaction Banking
Segments focusCapco’s proposition is segment based, focused on cor e industry issues and differentiated by deep industry content
13 - Capco - July 2009 - Capco confidential
What we doCapco integrates Consulting, Technology and Managed Services in a Global Delivery Model to create superior value for its clients
� 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 scal ability, agility and process excellence
� Exploit and implement technology to drive efficient Transformation
� Deliver value by deploying a world class, content-l ed Global Delivery Model
Capco’s key business activities
Program, Project and Change management
Operate
Technology ServicesConsulting Services Managed Services
Transformation Consultant in Financial Services
Global On/Offshore Technology Provider
Provider of Managed Services
� Business strategy & operating model design
� Architect, design, plan� IT performance improvement
� Complex package integration� Business process & content
management
� Application management
BuildDesign
14 - Capco - July 2009 - Capco confidential
Design core competencies
� We combine Financial Services know how, business consulting, process engineering and technology skills
� This enables the optimization of the design of business and operating models, and associated detailed functional models, process and technology architectures
Business strategy and operating model design
� A structured, yet practical and pragmatic approach to developing architecture driven roadmaps in complex FSI environments
� 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
Architect design plan
� We enable step change performance improvement of IT through a particular focus on the quality of service, of IT delivery and cost, generally through enabling successful off-shoring
� We have full suite of industry specific methods, tools, processes, best practice frameworks and people qualified in industry standards to ensure high quality deliver
IT performance Improvement
Core Competencies - DesignCapco’s consulting offerings are designed to drive b usiness, operational and IT change in the financial services domain
15 - Capco - July 2009 - Capco confidential
Build core competencies
� Process excellence via the design and implementation of workflow technology, common process components, intra and inter day metrics for cost, quality and control
� Generally applicable with focus on CTB document intensive processes (eg Lending)
� Key partners are Lombardi, Documentum, Systar, ILOG
Business process and content management
� Deep understanding of the Financial Services functional process and technology environment enriches our ability to implement and integrate complex vendor technology
� In Capital Markets and IAIM we support Murex, Openlink, Sophis, Calypso, Fidessa, Advent
� In RFS, focused on wealth, we support Odyssey, Simcorp, Temenos
Complex package integration
� Deliver of best in class Total Cost of Ownership (TCO) in the complex and heterogeneous applications environments in an onshore offshore model
� Primarily focused on the complex trading environment of the capital markets
� Packages currently supported include Murex, Openlink, Sophis and Calypso
Application management
Core Competencies – Build & OperateCapco’s technology offerings focus on domain specifi c, high expertise areas of technology implementation and su pport
Operate core competencies
16 - Capco - July 2009 - Capco confidential
The new Global Delivery Model is core to Capco’s own Transformation
Global Delivery Model (GDM)Capco has built a GDM to combine the best of offsho re delivery with the best of onshore deep industry expertise
� We lead with deep industry expertise
� We integrate all our resources in a Global Delivery Organization
� We operate a world class Global Operating Center
� We deploy a global engagement model that integrates our industry expertise with our Global Delivery, in all our locations
� We provide a ‘one-stop shop’ to meet complex client requirements in the Financial Services Industry
Capco Global Delivery Model components
CapcoGDM
Financial Servicesexpertise domain
Global Operations Center(GOC)
Glo
bal
enga
gem
ent
mod
el
Global D
eliveryO
rganization (G
DO
)
GDM value proposition
17 - Capco - July 2009 - Capco confidential