Published on
6 November 2026
Delta Capita is a Chartis KYC Category Leader for the second year running, pairing its CLM platform with practitioner-led managed services.
Delta Capita, a leading provider of Managed Services, Technology, and Advisory services for client and investor lifecycle management and know Your Customer (KYC), today announced it has been named a Category Leader in the Chartis RiskTech Quadrant® for KYC Solutions 2026, published in KYC Data and Solutions, 2026: Quadrant Update. This is the second consecutive year Delta Capita has been placed in the Category Leader tier of this quadrant.
We believe this recognition reflects the strength of Delta Capita’s CLM software platform, and our ability to pair it with practitioner-led Advisory and Managed Services for institutional client and investor onboarding and KYC. It follows Delta Capita’s recognition as a Category Leader in the Chartis 2026 RiskTech Quadrant® for CLM Solutions in February, making Delta Capita a Category Leader in both Chartis quadrants this year. Delta Capita has also won Best Client On-Boarding Solution at the RegTech Insight Awards Europe 2026 and Most Innovative Client Onboarding and Lifecycle Management Solution at the A-Team Innovation Awards 2026.
Regulators expect firms to evidence not just who their clients are but how they reached that conclusion, while clients expect onboarding to be fast and free of repeat requests. Many institutions still run KYC across fragmented systems and manual effort, so the same data is collected, checked, and stored more than once. That drives up cost, slows onboarding, and makes decisions harder to defend. Buyers are looking for solutions that capture data once, automate routine checks, and keep an auditable record, backed by teams who can run them at scale.
Sean Vickers, Global Head of CLM at Delta Capita, said: “We’re pleased to be recognised again by Chartis. KYC doesn’t fail in one place. It fails at the handoffs: the document requested twice, the data re-keyed between systems, the decision no one can evidence later. We built our platform and our Managed Services to remove those points. Capture data once and reuse it. Let AI do the reading and flag the discrepancies, with a person making the call. And when a regulator asks why a decision was made, have the answer ready.”
Delta Capita’s CLM platforms, GoldTier and Karbon, bring AI, workflow, rules, data, and client outreach together in governed environments, so institutions can onboard clients faster and keep teams working from a single view. Native AI agents handle document reading and data checks, with every output evidenced and open to human review, so firms can show a regulator what was decided and why. A configurable rules engine lets institutions adapt policies and risk models as regulations change, without waiting on a vendor, and clients provide information once through a secure portal rather than through repeated email requests.
About Chartis’ RiskTech Quadrant®
Chartis Research is an independent research and advisory firm that provides market intelligence, analysis and benchmarking on risk, compliance, governance and financial technology. Its RiskTech Quadrant® reports evaluate technology vendors on two dimensions: completeness of offering (capability, breadth of features, and product performance) and market potential. Vendors are placed in one of four categories, and Category Leaders are those with broad capabilities, strong execution of their strategy, and a commitment to innovation.
About Delta Capita
Delta Capita is a global provider of consulting, managed services and technology to the financial services industry, with more than 10 years of experience helping institutions transform and streamline their operations. Its CLM platform provides end-to-end client lifecycle management, bringing together AI-driven onboarding, KYC and screening technology with practitioner-led advisory and managed services. Delta Capita partners with leading financial institutions worldwide to simplify operations, reduce costs, strengthen compliance, and enhance the client experience.
Speak to a CLM expert to find out how Delta Capita can help your institution onboard clients and investors faster and stay in control.
