Strategy & Transformation — Capmark Advisory

Strategy & Transformation

Boards rarely lack direction. They lack a path the institution can deliver. Capmark turns strategy into the operating model, business case, roadmap and governance needed to execute, then stays accountable through implementation.

Our experience and impact

Evidence of Strategy & Transformation delivered.

£1bn+

Risk-weighted assets reduced

Front-to-back operating model redesign for a global investment bank.

£50m

Run-rate savings delivered

Through operating model and platform change.

£25m p.a.

Benefits governed through delivery

Benefits target governed through delivery.

A strategy is delivered through an operating model: organisation, process, technology, data and cost, changed in the right order at a price the institution can carry.

Capmark turns direction into the target operating model, business case, roadmap and governance needed to deliver, then stays with the work until the new model is live and working.

Target operating model

Eight layers, governed from the top, grounded in the right footprint.

GovernanceDecision making · risk · compliance · controls · funding · oversightClientsWho the business serves: segments, needs and the economics of each.ChannelsHow clients are reached and served: coverage, digital, advisers and partners.Products & servicesWhat the business offers, and how products are approved, priced and retired.Business capabilitiesWhat the business must be able to do, ahead of who does it.People & organisationStructure, roles and accountability: the organisation that owns the work.Processes & controlsHow work flows front to back, with controls built into the process.DataWhat the business knows: ownership, quality and golden sources.Technology & infrastructureThe platforms, integration and infrastructure everything above runs on.Location & sourcingWhere every layer's work is done: onshore · offshore · in-house · partnersCHANGE LEVERSPlatform consolidationAutomation & STP

Get in touch

Speak with a Partner about Strategy & Transformation.

From a one-month gap analysis to a multi-year programme, we engage at the stage that fits.