Technology Strategy & Architecture
A costed, sequenced path from legacy estate to a target the business can fund and absorb.
Technology & Data
Platform Modernisation & Delivery
Platform delivery succeeds in the detail: configuration, data migration, reconciliation and cutover.
Overview
Critical platforms rarely work off the shelf. They have to be selected, configured, integrated, reconciled, tested and released against live data, controls and business processes.
Capmark helps institutions select, configure, migrate and deliver the platforms their business runs on. We manage the work from target design and vendor control through data migration, parallel run, cutover, hypercare and adoption.
The outcome is not a system installed. It is a business running confidently on the platform, with the controls, data and operating model in place.
What we do
Where the platform decision is open, we run the evaluation. Once it is made, we plan the migration in stages the business can absorb: what moves first, what runs in parallel and what retires.
We configure the platform, migrate the data and run cutover across accounts, positions, client and member records, static data and controls. Migration is phased with reconciliation and parallel running so the business trusts the numbers from day one.
We build live-running disciplines into delivery: change control, separation of duties, automated testing, release process, monitoring and support readiness before go-live.
Our teams have delivered platforms across trading, investment, treasury, banking, wealth, adviser, registry and operational environments. That experience shortens delivery and reduces surprises in configuration, integration and migration.
After go-live, we help run upgrade and release cycles: vendor version currency, regression testing, environment management, release governance and controlled change across live platforms.
What to expect
A Principal owns the work from day one. The first weeks agree requirements, design, performance targets, integration boundaries and migration scope before build begins.
Delivery then runs in releases the business can absorb, with testing and reconciliation evidence from the outset. We stay accountable through parallel run, cutover and hypercare until the business is running confidently on the platform.
Engagements are scoped by the platform change required and run under Capmark delivery accountability.
Scoped by the platform change required and run under Capmark delivery accountability.
01
Assess
Establish the current state, the constraints, the risks and the value at stake.
02
Define
Shape the target model and the business case with the executives who own the outcome.
03
Mobilise
Stand up the team, the plan and the governance around the outcome.
04
Implement
Design, build and test the change, with the business alongside.
05
Sustain
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Impact
50+
systems, platforms and integrations delivered
3 p.a.
releases across live platform estates
Client result
Proven in the work, not the pitch.
Capital Markets · Trading Technology
eFX and equities algorithmic-trading platform engineering for a US investment bank
A US Investment Bank · eFX & Equities Algorithmic Trading
The bank partnered with us to enhance its eFX platform, built on the third-party Integral solution, and its internal equities algorithmic trading platform: engineering back-to-back trades into the US book to manage risk, enhancing the Calypso-integrated middle office and updating order management systems including OPICS and Fenics.
- Integral
- Vendor eFX platform enhanced
- B2B
- Automated risk transfer to the US book
- Calypso
- Middle-office integration enhanced
- OPICS + Fenics
- Order management systems updated
Read the case study
Insights
Related thinking.
Get in touch
Talk to a Partner about Platform Modernisation & Delivery.
Tell us what needs to change and where the pressure or risk is showing.