Banking & Capital Markets

Industry Overview

Banks and capital markets firms face regulatory scrutiny, margin compression, and digital disruption. Legacy systems and competition from fintech challenge operational efficiency. Institutions require leadership alignment, workflow optimization, and transparent reporting to manage complexity and scale sustainably.

Digitization is reshaping operations. Firms adopt advanced data platforms, streamline compliance, and focus on operational efficiency to remain competitive. Operational excellence directly impacts risk management, profitability, and growth potential.

2025–2026 Pressure Points

  • Regulatory compliance and reporting costs

  • Operational efficiency and workflow modernization

  • Talent retention and skill gaps

  • Fintech competition and market disruption

  • Digital transformation and technology adoption

Operational Problems We Solve

  • Leadership clarity and accountability

  • Workflow stabilization

  • Reporting rhythm and financial visibility

  • Multi-site performance management

How CoreScale Helps

  • 90-day stabilization sprint

  • Execution-backed workflow optimization

  • Milestone-based extensions

  • Operational clarity and efficiency improvement

Sub-Topic Sections

  • Operational Efficiency & Workflow

  • Portfolio Stabilization

  • Leadership Rhythm & Alignment

  • Reporting & Financial Visibility

  • Transition Readiness

Citations

  • Federal Reserve. (2025). Banking Industry Trends.

  • Deloitte Insights. (2025). Banking & Capital Markets Operational Insights.

  • PwC. (2025). Financial Services Outlook.

Examples provided in this document may include the experiences of Jo Joyner, Joyner Executive Partners, and/or CoreScale Partners. These examples are for illustrative purposes only and do not constitute promises or guarantees of similar results. All information is confidential, proprietary, and may not be sold, disclosed, or duplicated without prior written consent.

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