AI & Automation — Capmark Advisory

AI & Automation

AI creates value when it is embedded into live processes with the right data, controls, governance and ownership. Capmark helps institutions select the use cases worth funding, build the workflows and take AI and automation into production.

Our experience and impact

Evidence of AI & Automation delivered.

3

AI-enabled solutions in production: trade surveillance, AML transaction monitoring and AI/ML alert reduction.

37%

Reduction in AML screening false positives, inside a controlled monitoring process.

AI creates value when it is embedded into the way work is done: process, data, controls, technology and people, changed in the right order and governed for live use.

Capmark helps institutions move from AI experimentation to production. We identify the use cases worth funding, prepare the data and control environment, design the workflow around the technology, and deliver AI and automation into live operations.

The model is only one part of the change. We stay with the work through build, testing, validation, governance and adoption, so AI improves cost, speed, quality and control in a way the institution can evidence and sustain.

What is changing

Three shifts shaping how institutions get value from AI.

01

Pilots are not enough

Value comes when AI is embedded in a controlled process with a named owner, measured benefit and clear route to live operation.

02

Governance is catching up

Boards and audit committees now expect evidence of oversight, validation, human control and monitoring for AI systems.

03

Data readiness sets the limits

Lineage, quality, access and integration decide what AI can safely touch and which use cases are worth funding.

How we can help

Where we put AI and automation to work.

Five capabilities take AI from selected use case to controlled production: strategy, data, governance, production delivery and generative AI.

From pilot to production

Most AI value is lost between the pilot and the process.

Maturity01SelectChoose use cases worthfunding.02GovernDesign risk, oversightand evidence.03BuildPrepare data, workflowand integration.04ProductioniseRun AI insidecontrolled, monitoredprocesses.05ScaleExtend what works acrossteams and functions.

Get in touch

Speak with a Partner about AI & Automation.

From a one-month gap analysis to a multi-year programme, we engage at the stage that fits.