Creation of a CIB-wide Client Management team

Client Needs & Objectives

As part of a global initiative within the Bank, our client wanted to create a unique CIB-Wide Department covering all Client Management-related activities such as:

  • Client on-boarding
  • Referential data (products and counterparties data)
  • Client Services (Hotline services, specific services for top clients, client reporting, Cash Management support,….)
  • Collateral Management

Our approach

  • From a scattered configuration within Capital Markets and Financing the objective was to create a unique entity, in line with the target organization identified on a global scale, to improve client satisfaction as well as internal efficiency
  • Current set-up analysis and diagnosis
    • Identification of client management related functions
    • Cartography of processes and client management workflows
    • Analysis of the current set-up from an organizational standpoint (org-chart, mandates, workload, reporting lines, efficiency and productivity, turnover etc.)
  • Target Operating Model Design
    • Target organization and associated staffing
    • Definition and documentation of new mandates and workflows
  • Scenario validation and roadmap, communication

Client Benefits & Main Results

  • Identify a single point of contact for the client to enhance efficiency and quality of service

  • Leverage on synergies between Capital Markets and Financing processes leading to savings and performance optimization

  • Perform an accurate workload assessment to identify inefficiencies

  • Align as much as possible regional organizations with head-office set-up for better coordination while taking into account local specificities

Scroll to Top


After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

Our journey continues as