Retail, Business & Digital Banking
Improve customer journeys, servicing, channel operations, workflow, controls and the technology supporting everyday banking.
Banking
Corporate & Institutional Banking
Strengthen the capabilities supporting corporate and institutional clients.
Overview
What this means for your business.
Corporate and institutional banking brings coverage, products, credit, transaction banking and operations together around complex client relationships.
Capmark helps banking teams improve client onboarding, credit and limit operations, markets-adjacent processes, technology and data.
We work across business and control functions on operating-model, platform and regulatory change, with clear responsibilities across the client lifecycle.
What we do
The expertise we bring.
We redesign onboarding and KYC workflows for complex clients, products and jurisdictions. The target model clarifies ownership, decision rights, data, controls and client-facing accountability.
We improve credit workflow, approvals, limit management, documentation and handover to operations. The aim is faster decisions with stronger control evidence.
We redesign the processes that connect corporate and institutional banking to markets, treasury and operations, including static data, account setup, confirmations, settlement and reporting hand-offs.
We support CRM, workflow, credit, onboarding and data-platform change through design, migration, testing, cutover and adoption.
We help turn regulatory expectations, findings and control weaknesses into operating change across processes, data, systems, ownership and evidence.
What to expect
A team shaped around the work.
A Principal leads from day one. The first weeks map client journeys, hand-offs, approval points, data defects, control gaps and platform constraints.
We then design the target model with business, operations, risk, compliance and technology leaders, and support delivery into live operation.
Engagements range from focused lifecycle review to full operating-model and platform-change delivery.
Engagements scale from a single flow to a full wholesale operating-model programme.
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
Insights
Related perspectives.
Get in touch
Talk to a Partner about Corporate & Institutional Banking.
Tell us what needs to change and where the pressure or risk is showing.