Financial services & banking
Customer relationships, channel costs and oversight in banks and financial institutions.
A bank’s growth plan depends on the customers it intends to serve, the economics of funding and the regulatory framework in which it operates. Changes to channels or ownership also affect service capacity. Dune examines those commercial and operating requirements together when reviewing positioning, cost structure or a proposed combination.
Commercial considerations
- Which retail, corporate or wealth activities justify additional resources?
- What does a shift between branch and digital channels change about service cost?
- How will an integration protect existing customer relationships?
- Where does the growth plan require stronger oversight?
Governance & risk
Review how commercial and operating exposures are monitored, reported and acted on.
Read the service scopeBring the risk register, governance documents and recent board reporting. Examples of actual escalations help show how the arrangements function under pressure.