How Delta Capita can help
At Delta Capita we help you to design and implement strategies, define and operationalise target operating models and become more responsive and lean in your operations. Our asset/wealth management practitioners have proven track records and expertise in a range of areas, including but not limited to:

• Rationalising applications (PMS, OMS, EMS, EDM, IBOR, pre/post trade compliance, performance, risk, etc.) and the service provider (fund administrators, custodians, fund distributors, etc.) landscape;
• Vendor selection, including end-to-end RFI/RFP process and running transformation programmes;
• Defining and implementing digital roadmaps, including robo-advisory and other digital/self-help initiatives;
• Compliance, both regulatory as well as internal policy guidelines, including regulatory reporting;
• Reviewing and remediating enterprise data architecture for market, benchmark and reference data;
• Refining collateral management process to take advantage of large security holdings, thereby freeing up scarce cash and improving overall portfolio returns;
• Restructuring processes like KYC, AML and client onboarding, moving them to an automated, outsourced shared utility model.