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Managed Services for Banking and Capital Markets

Modernize core operations with AI-enabled services that reduce risk, accelerate innovation, and scale with your business.

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Building sustained value

Financial services firms face constant pressure to strengthen cybersecurity, manage risk, modernize legacy systems, and control costs—all while meeting rising customer and regulatory expectations. To stay ahead, companies need more dynamic contributions from their service delivery providers.

KPMG Managed Services provides that next-level support for financial institutions on the strengths of our skilled professionals, advanced data and technology capabilities, and tailored solutions drive strategic outcomes and operational resilience. Our approach integrates intelligent automation and AI-enabled capabilities into daily operations—helping institutions improve speed, accuracy, and decision-making while securely navigating strict regulatory guardrails and data privacy constraints.

Modern managed services that deliver outcomes

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Most companies today are redefining what they want from managed services, our research has shown. They’re seeking partners who can help advance their strategic goals, not just manage transactions. Nearly 9 in 10 executives now expect this next-level service delivery to come from firms with deep expertise in technology and innovation.

Enter KPMG Modern Managed Services. Our top-tier talent bring AI-powered approaches and significant industry experience to help financial institutions strengthen essential functions—security, risk, and compliance—and build a competitive edge. Our model focuses on what matters most to financial institutions: sustainable outcome-based value, not one-time savings.

Discover the benefits of Managed Services for Banking and Capital Markets

KPMG Managed Services bundles essential operating capabilities into a flexible delivery model designed to meet the challenges of the financial services industry—and each client’s unique needs. This can help you: 

01
Strengthen risk and compliance

Reduce regulatory risk and compliance burdens with wide-ranging coverage across Know Your Customer (KYC) operations and financial crime and anti-money laundering (AML) monitoring. Agentic AI tools and data-driven insights streamline review processes and help institutions meet evolving requirements with greater accuracy and speed—backed by human-in-the-loop oversight.

02
Rapidly enhance capabilities

Close critical skills gaps in areas like cybersecurity, financial crimes compliance, data analytics, AI, automation, and cloud optimization. Our managed services model provides rapid access to specialized talent and secure, closed-loop ecosystems, helping your organization modernize faster and operate more efficiently.

03
Scale and adapt with confidence

Quickly respond to market changes, regulatory shifts, and operational demands with a flexible, automation-ready delivery model. AI-enhanced workflows and scalable service tiers help institutions deploy innovation at speed, optimize costs, and maintain performance in an evolving business and risk landscape.

FEATURED INSIGHT

Read more about financial compliance

Mind the gaps: Scaling agentic AI in financial compliance
How banking risk and compliance leaders can adopt AI strategies that balance operational ambition with expanding complexities
Read more

Delivering actionable insights and a practical roadmap to modernize and meet evolving requirements

KPMG solutions for the Banking and Capital Markets industry

KPMG Managed Services provides financial institutions with flexible, scalable solutions that help reduce risk, control costs, and support growth. Each solution is backed by skilled teams that leverage intelligent automation, data analytics, and AI-enabled tools to modernize and elevate your operations. Here’s a closer look at eight key areas of service:

Anti-money laundering (AML)

Anti-money laundering (AML)

Combat financial crime with a modern, technology-driven AML approach. In an ever-evolving landscape, KPMG helps financial institutions improve transaction monitoring, strengthen compliance measures, and enhance regulatory reporting—reducing risk while improving operational efficiency. Using agentic AI, advanced analytics, process automation, and a scalable service model with human oversight, we help your firm keep pace with complex AML requirements.

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Know your customer (KYC)

Know your customer (KYC)

Financial institutions trust KPMG LLP to enhance their back-office KYC operations. A rapidly changing economic environment and evolving external pressures often hinder execution of operational goals. Transforming KYC programs requires new technology and process improvements, led by our professionals who become an extension of your team and leverage their deep industry knowledge and AI case summarization tools to deliver leading capabilities that significantly reduce investigative prep time.

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Data and reporting

Data and reporting

Transform your data into a strategic asset. Our managed data and reporting solutions improve data integrity, automate regulatory submissions, and provide real-time insights to support informed decision-making. With KPMG experience in how AI and automation can improve financial data management, you gain a structured, efficient approach to compliance and reporting—reducing manual effort and improving accuracy.

Loan processing

Loan processing

Drive efficiency in loan origination, servicing, and compliance. Our KPMG loan processing solutions streamline document management, automate workflows, and help ensure regulatory alignment—reducing turnaround times and improving customer experience. Our scalable approach helps financial institutions process higher volumes while controlling costs and mitigating risk.

Control testing

Control testing

Strengthen internal controls and mitigate financial and operational risk. We provide extensive control testing services, assessing effectiveness, identifying gaps, and implementing improvements across business functions. KPMG assists financial institutions in transitioning from static testing to dynamic, real-time model monitoring to help ensure regulatory compliance while optimizing control frameworks for efficiency and scalability.

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Fraud management

Fraud management

Protect your business from fraud with proactive monitoring and rapid response capabilities. Our fraud prevention and detection services leverage AI, machine learning, and real-time analytics to identify suspicious activity, reduce false positives, and improve case resolution. KPMG helps financial institutions stay ahead of evolving fraud tactics while maintaining compliance with global standards.

Cyber managed services

Cyber managed services

Our powerful cybersecurity services help financial institutions protect critical assets, respond to threats faster, and continuously improve their defenses, backed by AI-enabled tools managed by our skilled teams. Our connected capabilities in digital identity management, security testing, cyber risk exposure management, and cyber threat management, deliver an integrated, proactive defense against an ever-changing threat landscape.

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Cloud platform management 

Cloud platform management 

Optimize, secure, and scale your cloud operations with platform management services that leverage AI and automation to provide continuous monitoring, cost optimization, and security enforcement—and let you focus on innovation, not infrastructure.

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How KPMG can help

KPMG Managed Services for Financial Services helps our clients thrive in today’s complex environment. Our industry-specific solutions are designed to help fortify critical operations, accelerate innovation, reduce cost pressures, and increase value creation across the organization. 

Explore our Insights

Insight
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Why managed services are the engine of AI-driven financial crimes operations

Enhance decisioning, scale reviews, and strengthen compliance with managed services that embed advanced AI capabilities in every workflow

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Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

2026 KPMG Banking Technology Survey

Driving innovation as AI and data reshape the banking landscape

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Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

Securing AI: Six steps to enable trusted innovation while addressing risk

An actionable roadmap to enable secure enterprise AI adoption, backed by governance, controls, validation, and continuous monitoring.

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2026 Banking Trends
Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

2026 Banking Trends

The story isn’t steady change it’s accelerated progress.

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Insight
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Future of risk

KPMG’s global survey of 400 executives reveals that their top priorities for the next few years are adapting to new risk types and adopting advanced analytics and AI. As organizations align risk management with strategic objectives, closer collaboration across the enterprise will be essential.

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Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

2025 Banking Survey: Technology

Insights on Technology, Innovation, and Security in the Banking Industry.

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Managed services that go beyond

In today’s ever-changing business world, companies need more from managed services. KPMG delivers that “more” with modern managed services. It’s an approach that combines highly skilled teams, sophisticated technologies, advanced data and insights, and alliances with leading SaaS vendors—all packaged in a multi-year, as-a-service subscription at predictable costs. Go beyond traditional managed services to create new value for your organization.

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Meet our team

Our KPMG Managed Services teams have extensive experience delivering tailored solutions for financial services firms. Our skilled professionals combine deep industry and regulatory expertise with advanced technology and data capabilities to help clients strengthen compliance, enhance risk management, and optimize operations—no matter how rapidly the market changes. AI and automation are embedded across our services—always guided by our expert teams to accelerate results—safely— across every engagement. Please reach out to learn more about how KPMG Managed Services can help your organization stay resilient, competitive, and future-ready.

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Bassam Khattab
Partner, Advisory, Managed Services US Leader, KPMG LLP
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Image of Thomas P. Keegan
Thomas P. Keegan
Principal, Advisory, Managed Services, KPMG US
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Image of Jason Carney
Jason Carney
Advisory Managing Director, Managed Services, KPMG US
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Image of Bassam Khattab
Bassam Khattab
Partner, Advisory, Managed Services US Leader, KPMG LLP
Read bio
Image of Thomas P. Keegan
Thomas P. Keegan
Principal, Advisory, Managed Services, KPMG US
Read bio
Image of Jason Carney
Jason Carney
Advisory Managing Director, Managed Services, KPMG US
Read bio

KPMG. Make the Difference.


Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

© 2026 KPMG LLP, a Delaware limited liability partnership, and its subsidiaries are part of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved.

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