Introduction
Capco has been a strategic transformation partner to a leading Global Investment Bank, spearheading the evolution of its Operations Automation program. Capco helped the bank reimagine efficiency, resilience, and client centricity through a multi-year automation journey. This partnership has delivered measurable impact across investment banking and cross-product operations domains, combining deep domain expertise, agile delivery, and cutting-edge automation technologies.
Why Now?
The financial services industry is undergoing rapid transformation. Regulatory divergence, market modernization (e.g. T+1 settlements), and the rise of AI and low-code/no-code (LCNC) platforms are reshaping how banks operate. This Global Investment Bank recognized the need to modernize its operations to remain competitive, resilient, and client focused. The Operations Automation program was launched to address these imperatives—streamlining operations, reducing manual effort, and enabling scalable, data-driven decision-making.
How We Did It
Capco embedded a multi-disciplinary team across the bank’s global footprint—UK, India, Poland, and the US—delivering services across strategy, business transformation, process re-engineering, and technology enablement. Key enablers included:
- Strategic blueprints for Operations
- Agile pods focused on process automation, document digitization, LCNC, and analytics
- A robust learning and development framework to build internal automation capability
- Close collaboration with technology and operations leadership to align delivery with investment governance and benefit realization
Capco also led the design and execution of flagship initiatives such as analytics platforms, reference data distribution automation, workforce capacity modelling and task allocation solutions.
What We Delivered
The program has delivered tangible outcomes across multiple dimensions:
- Over €30m in automation value delivered
- Deployment of reusable automation assets
- Migration of legacy workflows to strategic platforms
- Enhanced operational analytics through cloud-based dashboards
- Consistent achievement of KPIs and targets for automation
- A thriving LCNC community and Citizen Developer curriculum embedded within operations
These outcomes have not only driven cost and capacity savings but also improved audit readiness, control effectiveness, and client experience.
How We Can Help
Capco’s partnership with this Global Investment Bank exemplifies our ability to deliver complex, front-to-back operational transformation at scale. Whether you're looking to modernize your operations, embed AI and automation, or build internal capability, we bring the strategy, tools, and talent to make it happen.