Capital Markets

Capital Markets

BCG Expand delivers actionable analytics and benchmarking that empower C-suite leaders to steer revenue growth and capital efficiency across products and regions, helping banks quantify performance, identify opportunities, and plan resources through data-driven dashboards and executive-ready insights.

Our Capital Markets Solutions

The Challenge

  • Fragmented and inconsistent peer data limiting reliable benchmarking.
  • Typically slow TATs compared with industry needs.
  • Limited visibility into revenue mix, market share, and client growth potential
  • Lack of clarity on capital allocation strategy and efficiency vs. peers
  • Difficulty comparing revenue, cost, client assets, workforce structure, business models
  • Incomplete insight into how organisational structure affects performance

How we can help

Peer-Aligned Performance Benchmarking

We compare revenue, RWA, capital productivity, and business structures against named peers to reveal competitive strengths, gaps, and best-practice potential.

Diagnostic Insight Development

We analyse performance drivers across products, client segments, and regions to uncover the root causes of variance and identify clear improvement levers.

Strategic Interpretation & Action

We translate benchmarking findings into executive-ready insights that guide performance initiatives, resource focus, and multi-year strategic planning.

Client success stories

Benchmarking insights translated into strategic actions, enhancing transparency and driving capital efficiency.
Clear, data-driven visibility into revenue opportunities, peer positioning, and growth levers.
Improved alignment of capital and resource allocation with institutional growth and efficiency goals.
Capital benchmarking across divisions informing the medium-term plan (MTP).
Market entry strategy for a bank resulting in $600M uplift over three years.
Forecasted returns used to steer MTP and key business decisions.

Case Studies

Global Bank – Capital Reallocation Through Benchmarking

Used performance benchmarking insights to reallocate $20B in capital across business lines, improving RoE by 4% and strengthening capital productivity.

Regional Bank

Applied TAM/SAM analysis to quantify $600M in incremental revenue opportunity across priority markets, enabling leadership to prioritise high-potential segments and refine medium-term plans.

Leading European Institution

Benchmarked revenue, client assets, cost structure, and workforce profiles against named peers to reveal gaps in productivity and commercial focus, informing a multi-year improvement roadmap.

Investment Bank – C-Suite Steering Dashboard

Integrated a C-suite dashboard enabling leadership to benchmark performance and steer multi-year capital-productivity goals through a unified view of market, capital, and performance metrics.

The Challenge

  • Incomplete visibility into market share, addressable opportunity, and client growth potential
  • Difficulty identifying underpenetrated markets, client groups, or product segments
  • Limited insight into productivity headroom across businesses and regions
  • Unclear TAM/SAM across markets and product lines
  • Lack of granular insight to prioritise growth opportunities across clients and geographies
  • Insufficient ability to determine where business expansion will yield the strongest upside

How we can help

TAM/SAM and Revenue Pool Analysis

We quantify market, client, and product-level revenue potential to reveal underpenetrated segments and the strongest growth opportunities.

Growth & Efficiency Headroom Identification

We assess productivity, client economics, and segment-level performance to pinpoint where commercial uplift and efficiency gains can be achieved.

Opportunity Prioritisation & Resource Focus

We translate opportunity analytics into clear commercial priorities by business, client segment, and region, enabling leadership teams to focus resources where upside is highest.

Client success stories

Clear, data-driven views of revenue opportunity across clients, markets, and products
TAM/SAM analysis to identify high-value markets and underpenetrated segments
Insight into productivity gaps that reveal growth and efficiency headroom
Quantified opportunities informing medium-term plans and business priorities
Market entry strategy identifying $600M uplift over 3 years for a global bank
Revenue forecasts used to steer MTP and resource allocation decisions

Case Studies

Global Bank – TAM/SAM-Driven Revenue Expansion

TAM/SAM analysis identified $600M in incremental revenue potential across target markets, enabling leadership to prioritise high-growth segments and refine strategic plans.

Regional Bank – Market Opportunity Assessment

Market-level opportunity sizing revealed significant uplift potential across client segments and industries, informing commercial focus and investment allocation.

European Institution – Segment Productivity Headroom Analysis

Analysed client-level productivity metrics to identify efficiency headroom and underpenetrated commercial segments across key European markets.

International Bank – Market Entry Strategy

Evaluated regional TAM/SAM, product-level pools, and client economics to determine the most attractive markets for expansion, supporting a multi-year growth strategy.

The Challenge

  • Unclear capital allocation strategy and limited visibility into capital efficiency vs. peers
  • Inefficient deployment of capital across business lines, regions, or products
  • Difficulty understanding risk-adjusted returns and the impact of business mix
  • Resource and workforce structure misaligned with growth priorities
  • Incentive structures not tied to the metrics that drive value creation
  • Low price-to-book valuations reflecting weak communication of the capital story

How we can help

Capital Benchmarking & Productivity Analysis

We benchmark RWA usage, leverage exposure, and capital productivity across business lines to identify gaps and improvement opportunities.

Strategic Resource Planning

We evaluate revenue potential, cost structure, and risk-adjusted returns to guide the optimal allocation of capital, workforce, and investment.

Balanced Scorecard & Incentive Alignment

We design capital and performance scorecards that link incentives, capital deployment, and value creation to strategic priorities.

Client success stories

Clear visibility into capital productivity across divisions, functions, and business lines
Capital benchmarking that directly informs medium-term planning (MTP)
Reallocation decisions that strengthen returns (e.g., $20B redeployed, RoE +4%)
Forecasted returns used to steer planning and support effective capital decision-making
Balanced scorecard design that aligns incentives with value creation

Case Studies

Global Bank – Capital Reallocation to Improve RoE

Benchmarking insights guided the reallocation of $20B in capital across divisions, improving RoE by 4% and enhancing capital productivity.

Investment Bank – C-Suite Capital Productivity Dashboard

Developed a unified dashboard integrating market, capital, and performance views, enabling leadership to steer multi-year capital-productivity goals.

Multinational Bank – Balanced Scorecard for Capital Efficiency

Designed a capital benchmarking-led balanced scorecard used to align incentives and allocate capital more effectively across business units.

Global Institution – Forecast-Driven Planning & Resource Optimization

Forecasted returns and risk-adjusted performance analysis informed multi-year planning decisions, helping leadership optimise capital and resources toward high-value segments.

Exhibits

Capital Markets & Investment Banking Update 2024/2025

Capturing Immediate Wins While Shaping the Future CIB

Read report here

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