Getting an edge in
Corporate and Institutional
Banking Relationship Management



Corporate banking ebook



Understanding the challenges in building long-term strategic relationships with corporate banking customers.


Find out what top performing RMs know about CIB customer ecosystems and 3 critical insights that cannot be ignored!


Download the e-book now! 


3 Trends Driving change in the CIB ecosystem:

Rapid technological advancements and the rise of FinTech firms have injected the global banking ecosystem with new levels of uncertainty and opportunity. Responding to these factors begins with understanding the drivers behind them.


Data and analytics

Technology & Data

From the automation of back office treasury services to the commoditization of financial products to the role of big data. It's a whole new technology ballgame!

 FinTech Disruptors

With the threat of FinTechs encroaching on business previously the exclusive domain of global banks, RMs and corporate banking teams need to stay one step ahead.

 Intelligent Banking

The role of artificial intelligence is transforming what corporate banks can learn about their customers and how they respond to new solution alternatives.





The landscape in corporate and institutional banking is changing. The accounts and stakeholders your teams are calling on are more influenced than ever by other entities in the CIB "ecosystem."


What does this mean for RMs and others in corporate and institutional banking? Influence on decision making patterns is coming from all directions. Top performing account teams have their "eyes wide open" when conducting due diligence on accounts, opportunities and stakeholders with careful consideration for who's influencing who in the ecosystem.

Download the CIB Ecosystem Infographic 
Corporate Institutional Banking ecosystem



"To remain competitive and relevant, every bank must embrace disruption and strategically build a better ecosystem - not a bigger bank."

                                                                                                                                                                                                                                   -  EY Banking and Capital Markets


Larry Gordon


Larry Gordon

Senior Consultant - Financial Institutions



M: +353 (0)87 121 8196

T: +353 (0)1 676 6253




Clarity can help.

With deep vertical market expertise, a comprehensive approach towards customer engagement and a global reach, Clarity can help your RMs and field teams develop competitively differentiated account strategies that bring them into stronger alignment with today's corporate banking stakeholders.


Strategy Consulting & Change Management

  • Senior Leadership Exchange Sessions
  • Account Archetype Profiling & Segmentation
  • Market Landscape Education
  • Change Management Programs



Customized Models & Content

  • Locally Tailored, Organizationally Consistent
  • Account and scenario-specific Case Studies
  • Account Management Models and Content for:
    • Relationship Managers
    • Product/Portfolio Solution Specialists
    • Heads of Sales
    • Marketing



Multiple Training Delivery Options

  • Instructor-Led Live Workshops
  • Blended Learning
  • SCORM/xAPI eLearning
  • Cloud-based Micro Learning