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As traditional wealth management and private banking models face significant disruption driven by tax changes, client service expectations and new, tech-savvy entrants to the market, Delta Capita offers all the change expertise that companies need.

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Wealth management and private banking companies are facing unprecedented change. Overall, the volume of cross-border assets has significantly increased and new, globalised service requirements are emerging across wealth management and private banking. The same trend poses a threat to domestic, onshore providers who need to find new clients and assets.

It is becoming clear that client servicing in an omni-channel environment will be a key differentiator with the application of data analytics, AI, RPA and distributed ledger technologies all offering value in managing cost and improving service.

As increased transparency of tax affairs continues to dominate as a global theme in the industry, providers will most likely need to make a nimble and sustained investment in change. Opportunities to reduce the cost burden associated with developing necessary tactical regulatory responses may be provided by the emerging field of RegTech. 

As cost pressures increase, we believe that a promising solution lies in mutualised processing platforms. By sharing parts of the value chain that do not confer competitive advantage with other providers, wealth managers and private banks can focus investment on the things that matter most, make structural changes to the cost base, while maintaining compliance and service standards.

How Delta Capita can help

Invest in Change

Delta Capita offers extensive change expertise in these areas:

  • Strategic advice from proven industry executives
  • Strategic transformation programme design and execution
  • Mutualised processing platforms (evaluation, design and execution)
  • Digital servicing and ways of working
  • Data analytics
  • Operational resilience
  • Regulatory compliance optimisation
  • Know your Customer (KYS) and Client Lifecycle Management (CLM)
  • Know your Supplier (KYS) and third-party risk management
  • Cybercrime prevention
  • Organisational design and improvement
  • Performance improvement

We also provide an Operational Due Diligence (ODD) service offering through perfORM and innovative, highly flexible and technology-driven third-party support to asset owners including asset and wealth managers.

Get in touch

APPROACH

We provide world-leading mutualised services for the financial services industry, Delta Capita engineers mission critical services, leveraging a unique combination of recognised industry experts, proprietary technology, and capital.

Credibility

Running mission critical services for financial services over years.

Experience

Recognised industry professionals at your service.

Proprietary tech

Influence, direct and control the tech that underpins services.

Capital

The ability to co-invest with clients to drive transformation.

TEAM

Real world experience experts

Our team of experts, equipped with a curated portfolio of leading fintech tools and platforms, provide end-to-end solutions to overcome financial institutions’ most challenging digital, data and regulatory issues.

With offices around the world, we work closely with our clients to ensure they effectively and efficiently comply with regulations, simplify operations, reduce costs and innovate their business models.

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