Platform Modernisation & Delivery
Critical platforms selected, configured and delivered into production.
Technology & Data
Technology Strategy & Architecture
A target architecture is only useful with a costed, sequenced path to reach it.
Overview
Most technology change fails at the sequencing question: what to fix first, what to hold, and what to retire.
The estate is rarely greenfield. Legacy platforms, unsupported components, fragile interfaces, fragmented data and critical spreadsheets all constrain what the institution can safely change. The missing piece is often not the target-state picture; it is a costed, sequenced path the business can fund and absorb.
Capmark helps institutions assess the current estate, define the target architecture and set the investment path across platforms, data, integration, infrastructure and controls. A senior practitioner leads the work and stays into delivery, so the architecture is tested against a real build.
What we do
We assess the estate application by application: platforms, interfaces, data flows, upgrade backlogs, support risk and spreadsheets doing critical work. The output is a clear map of what you run, what it depends on and where the constraints sit.
We define the target architecture across platforms, data, integration and infrastructure, then cost and stage the move against funding cycles and the operational calendar. The result is an investment roadmap a board can approve.
Where a platform decision is open, we run build-vs-buy analysis and vendor evaluation. Criteria are weighted to your workflows, integration reality, data needs, control requirements and long-term cost.
We design the data and integration layer before platform decisions are locked in: which system owns each data set, how systems connect, and where controls sit. Each new platform should strengthen the estate, not add another reconciliation.
We stand up design authority, standards, decision records and review cadence so multiple delivery teams build one coherent estate. We stay through the first delivery stage so the architecture is proven and adjusted where needed.
What to expect
A Principal leads from day one. The first weeks map the estate, interview application owners and architects, and verify interfaces, data flows, support positions and vendor roadmaps.
The engagement ends with a costed, sequenced roadmap a steering committee can govern. Where delivery proceeds, the same senior practitioner stays through the first stage so the architecture is tested before the programme scales.
Engagements are typically used before a major platform, cloud, data or integration programme is funded.
Typically engaged before a major platform, cloud or data programme is scoped, so the investment case and sequencing are set before money is committed.
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
Client result
Proven in the work, not the pitch.
Superannuation & Pensions
Calypso platform delivery for a major superannuation fund
A Major Australian Superannuation Fund · Liquidity & Treasury Management
We helped implement Calypso for liquidity and treasury operations across the UK and Australia, including trading workflows, venue integration, middle-office design and regulatory reporting. The programme also internalised externally managed portfolios, transitioning mandates and books onto the in-house investment platform and operating model.
- A$10bn
- Portfolios internalised
- $20m
- Programme budget led
- 2 jurisdictions
- Delivered live across the UK and Australia
- Calypso
- Front-to-back treasury platform delivered
Read the case study
Insights
Related thinking.
Get in touch
Talk to a Partner about Technology Strategy & Architecture.
Tell us what needs to change and where the pressure or risk is showing.