Banking

Corporate & Institutional Banking

We deliver change across the infrastructure the wholesale client never sees.

Overview

Corporate and institutional banking depends on complex client relationships, onboarding, credit, transaction banking, markets-adjacent operations, platforms and controls.

Performance suffers when accountability is split across coverage, product, credit, operations, risk and technology. Clients feel the hand-offs, and the bank carries the cost through slower onboarding, weaker data and more manual control.

Capmark helps corporate and institutional banking teams improve that chain without losing accountability between banking, markets, operations and technology.

What we do

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.

What to expect

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.

Assess

Establish the current state, the constraints, the risks and the value at stake.

Define

Shape the target model and the business case with the executives who own the outcome.

Mobilise

Stand up the team, the plan and the governance around the outcome.

Implement

Design, build and test the change, with the business alongside.

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 thinking.

All thinking

Designing resilient operating models in volatile markets

Operational resilience stopped being a policy exercise in 2025. Three regimes took full effect within six months, in the EU, the UK and Australia, and all three ask for the same thing: evidence that the services your customers rely on can survive a bad day. This paper explains what the regulators now expect.

Read the whitepaper16 June 2026

From pilot to production: AI inside governed workflows

Most financial institutions have AI pilots. Far fewer have AI doing real work, day in and day out. This paper explains why. Capmark has identified three gates that decide whether a pilot becomes a working process, and none of them are about the technology.

Read the whitepaper26 June 2026

Sequencing front-to-back modernisation

Most of a bank's technology budget goes to keeping old systems alive rather than building anything new, and the engineers who understand those systems are retiring. Doing nothing is not neutral: the cost grows every year. This paper explains why the obvious answer, replacing everything at once, is also the one that fails most often.

Read the whitepaper18 June 2026

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.

Talk to a Partner All of Banking

Corporate & Institutional Banking

Overview

What we do