Delta Capita Recognised as Category Leader in Chartis 2026 CLM RiskTech Quadrant®

Published on

24 February 2026

Under the category

Company News

24 February, 2026 – Delta Capita, a leading provider of Advisory, Technology, and Managed Services for Client Lifecycle Management (CLM) and Know Your Customer (KYC), today announced it has been recognised as a Category Leader in the 2026 Chartis RiskTech Quadrant® for CLM Solutions across both Corporate and Investment Banking (CIB) and Wealth Management.

This distinction reflects the strength of Karbon, Delta Capita’s CLM software platform, which achieved top‑tier scores for both completeness of offering and market potential. 

Chartis’ evaluation assessed the full breadth of CLM capability – including data and entity management, workflow and automation, system interfaces and APIs, and policy management – with Delta Capita achieving its highest scores in workflow and automation and system interfaces and APIs. These results demonstrate the depth, maturity, and scalability of the Karbon platform.  

The 2026 Quadrant® provides a detailed view of CLM technology for wholesale credit, markets, investment banking, derivatives, foreign exchange, and wealth management. Its rigorous, independently researched scoring methodology identifies the vendors best positioned to meet the operational and regulatory demands faced by global financial institutions.  

Being named a Category Leader underscores Delta Capita’s end‑to‑end CLM expertise and reinforces its commitment to helping clients streamline compliance, reduce operational friction, and achieve greater clarity and control across the client lifecycle. 

Keep Reading

CLM Insights »

Blogs

Mar 17, 2026

The Precision Arbitrage: Why US Community Banks are Out-executing the Giants in 2026

Yemisi Yoosuf, Head of CLM Advisory (North America) at Delta Capita, explores how community and newly chartered banks are outperforming larger institutions in 2026 by executing Client Lifecycle Management (CLM) with greater precision rather than scale.

Blogs

Mar 16, 2026

Why corporate onboarding is still broken in financial services

Corporate onboarding remains broken because many financial institutions treat onboarding as a one‑off, non-differentiating event rather than a critical, ongoing element of the client lifecycle, leading to fragmented ownership, duplicated effort, manual processing, and poor customer experience.

Blogs

Mar 12, 2026

From AI Maturity to Agentic CLM: Why Onboarding’s Next Leap is Already Taking Shape

As financial institutions move beyond basic AI automation, Client Lifecycle Management (CLM) is becoming a critical foundation for agentic onboarding. This blog explains how the shift to agentic CLM – AI that can reason, act, learn, and retain context – is transforming onboarding from fragmented tasks into a stateful, outcome‑driven operating model, positioning CLM as the system of memory that enables scalable, compliant client onboarding across the lifecycle.