INFRASTRUCTURE BUILDOUT
There are many ways to set up the operating infrastructure to support your banking business. Do you start from your brokerage infrastructure, or from a standard bank architecture? Do you need your own charter? What part of your brokerage operations can be leveraged? How do you take advantage of third party vendors' scale and experience? We can help you define a customized answer to these questions.
Platform Strategy
Depending on your current brokerage operations and business model, we can help you design the bank platform that will best support your business, leverage your organizational strengths and meet your profitability and volume targets.
Operations and Core Processes Set-up
Define which part of your operations could or should be outsourced. Map out your processes - from account opening to rate setting - to generate efficiencies and minimize risks.
Organizational Kick-off
While you're hiring your staff and leadership team, get the work started with Kapstone Consultants who have done it before.
“Kapstone Consultants were able to help me kick off the development of our new bank’s operations when I had no staff to do it.”
- Bank President,
Leading discount brokerage firm