Advisory

Fix what's slowing client onboarding and build a CLM operating model ready for regulatory scrutiny and growth. Delta Capita's CLM Experts support you from initial Healthcheck through to implementation, giving you specialist expertise and clear accountability from start to finish.

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Accelerate time to revenue 

Every week a client waits to onboard is a week of revenue you haven't recognised yet. We shorten that window without cutting corners on risk.

Work with CLM Experts

Every recommendation comes from people who've run or transformed CLM operations, not just advised on them from the outside.

One team, start to finish

Diagnosis and delivery split across different firms can lose context at every handoff. We stay accountable from initial healthcheck to go-live.

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How mature is your
CLM operating model?

Review your organisation’s progress in its CLM evolution with our quick, six question survey. It will give you an independent view of your position in the marketplace and bespoke insights, based on your answers. Oh, and it only takes a couple of minutes.

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Why Choose Delta Capita For Advisory?

CLM Expertise Grounded In Delivery

We’re not generalist consultants learning CLM on your programme. Our CLM Experts combine strategy, operations, regulation, data and technology expertise with practical delivery experience, helping you move from ambition to measurable change.

  • Work with CLM Experts who understand the complexities of customer lifecycle management.
  • Turn strategy into action with advice grounded in real-world delivery experience.
  • Connect the whole CLM picture across people, process, data, technology and controls.
  • Move from diagnosis to delivery with support from Healthcheck through to implementation.
  • Choose how we work with you, from specialist advice to embedded expertise or end-to-end delivery.

CLM Healthcheck

Diagnose your CLM operating model, fast

Assess your client lifecycle management setup, covering people, process, technology and data, against industry best practice with a rapid, independent review. You'll get a clear diagnosis and a prioritised list of what to fix first, with no commitment to full transformation required to get started. This CLM Healthcheck accelerates your path to modern CLM and can be tailored to specific sub-domains, such as AI, policy, data, and more.

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Programme Mobilisation

Mobilise your CLM programme with a governed plan

Turn your Healthcheck diagnosis into a sequenced delivery plan with clear governance, defined roles, and stakeholder sign off, all agreed before a single change goes live. This CLM Programme Mobilisation considers sequencing, governance, and sign-off, and aligns every stakeholder around one plan, so delivery starts with commitment rather than confusion. It's what turns a good diagnosis into a programme people actually commit to.

Target Operating Model

Turn your target operating model into reality

Design your target operating model, covering organisation, location strategy, process, and governance, and build the business case behind it. This CLM operating model design is grounded in how CLM teams actually work, not an abstract framework nobody can execute, so it holds up when delivery begins.

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Regulatory Transformation

Close the gap between your AML policy and practice

We review and uplift your AML policies, controls and screening approaches across jurisdictions, and design the risk and control framework behind them. This AML Regulatory Transformation service makes your controls consistent and defensible, from policy review to screening optimisation. When remediation follows, we design and govern the programme.

Data, AI, Automation

Turn fragmented CLM data into a trusted, actionable source

We assess your data and automation readiness, then design the strategy, workflows and analytics to act on it. This Data, AI and Automation service delivers a single, trusted view of client data your teams can actually use, not another dashboard they ignore.

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How We Work With You

Choose the level of support your transformation needs. We can advise your team, take accountability for delivery, or work alongside your existing people to provide specialist CLM expertise and capacity.

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Advise

Specialist expertise for strategy, design and complex decisions.

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Own Delivery

End-to-end accountability for defined transformation outcomes.

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Work Alongside

Additional CLM expertise and capacity embedded within your team.

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Customer Case Studies

Explore how financial institutions have simplified onboarding, redesigned operating models, and delivered measurable improvements with Delta Capita.

From CLM Uncertainty to a Clear Transformation Roadmap

Tier 2 global bank

Challenge: The bank was experiencing persistent CLM challenges but lacked clarity on the root causes. Before investing in transformation, it needed a clear understanding of where processes, governance and operating models were creating friction.

What we did: Our CLM experts conducted a focused five-day Healthcheck using a proprietary 12-step assessment framework to evaluate current processes, identify underlying issues and prioritise areas for improvement.

Outcome: The client gained a clear and actionable roadmap for transformation, including prioritised recommendations, quick wins and time-bound actions to accelerate delivery of its CLM strategy and reduce programme risk.

12 Step

strategic assessment completed in just 5 days

Reducing Onboarding Complexity and Improving Client Experience

Tier 2 bank

Challenge: The bank wanted to improve client experience and support business growth, but fragmented onboarding processes, unclear ownership and ineffective governance were creating delays and operational inefficiencies.

What we did: Following a CLM Healthcheck, our experts identified process gaps and governance weaknesses across the end-to-end client lifecycle. We redesigned target-state processes, clarified roles and responsibilities, and established a more effective operating model across Front Office and Operations.

Outcome: The client achieved a 30% reduction in Relationship Banker effort through streamlined onboarding journeys, simplified governance, reduced duplication, and more effective decision-making, creating a faster and more consistent client experience.

30%

reduction in Relationship Banker's effort

Designing a Future-State Operating Model Across 32 Jurisdictions

Global Fund Administrator

Challenge: Fragmented onboarding processes, inconsistent data and manual handoffs were slowing client onboarding, increasing operational complexity and creating a poor client experience across multiple regions.

What we did: Delta Capita assessed the existing operating model, documented requirements and designed a future-state Target Operating Model (TOM) spanning five regions and 32 jurisdictions.

Outcome: The client established a scalable onboarding framework with simplified governance, standardised policies and streamlined workflows, reducing operational complexity and creating a more consistent experience for both clients and internal teams.

32

Jurisdictions streamlined through a future-state operating model

Frequently Asked Questions

Answers to common questions about our Advisory Services

  • A CLM Healthcheck is a rapid, independent review of your client lifecycle management setup, covering people, process, technology and data, assessed against industry best practice. You receive a clear diagnosis and a prioritised list of what to fix first. It can also be tailored to a specific area, such as AI, policy, or data.

  • Delta Capita's CLM Advisory covers every stage of CLM transformation, from diagnosis to delivery. It spans five services: CLM Healthcheck, Programme Mobilisation, Target Operating Model design, Regulatory Transformation (AML policy, controls and screening) and Data, AI and Automation. You can start with any of them and stay with the same team throughout.

  • Delta Capita works in three ways, depending on what you need. We can advise, setting strategy and designing your operating model. We can own delivery, taking responsibility for outcomes from technology configuration to policy implementation. Or we can work alongside your vendors, consultancies or internal teams with specialist CLM expertise. Many clients move between these as the programme evolves.

  • Every recommendation comes from CLM Experts who have run or built CLM operations themselves, not just advised on them. Delta Capita also stays accountable from Healthcheck to go-live, so context isn't lost in handoffs between diagnosis and delivery firms. If you want to go further, our Managed Services and Karbon CLM platform can support the target state.

  • CLM Advisory helps identify and remove the process, technology, data, and control issues slowing client onboarding. By redesigning journeys, simplifying processes, and aligning your operating model, we help reduce friction, improve efficiency, and create a faster, more consistent experience for clients and internal teams.

  • Yes. Delta Capita's Regulatory Transformation service reviews and uplifts your AML policies, controls and screening approaches across jurisdictions, then designs the risk and control framework behind them. The aim is controls that are consistent, defensible and workable day to day, from policy review through to screening optimisation. If remediation follows, we can design and govern that programme too.

Onboard clients faster. Stay compliant.

Talk to a CLM Expert about advisory, managed services or Karbon, and find the fastest route to better onboarding and stronger controls.

Speak to a CLM Expert