A Practical Guide to Corporate Banking Customer Engagement

Corporate banking customer expectations are changing fast. Driven by digital-first experiences in retail banking and a new generation of decision-makers, corporate clients now expect intuitive, seamless and self-directed digital journeys. 

Many banks have already started their digital transformation. Far fewer feel confident they are truly meeting these expectations. This report helps you understand where you stand today – and how to move forward. 

What You’ll Learn From This Report

Based on interviews with corporate banking executives from leading European and global banks, this guide introduces the Intelligent Engagement Maturity Model and provides practical insights into: 

  • Why digital customer engagement has become a strategic priority in corporate banking
  • A maturity model for digital engagement – designed to help banks assess their current position and plan their next move

 

  • Typical challenges banks face at each stage of maturity
  • How leading banks reduce onboarding times, improve efficiency and increase customer satisfaction 

 

The Intelligent Engagement Maturity Model

Level 1: Fragmented Engagement

Digital services exist, but operate in silos. Customer journeys are inconsistent, manual steps remain common, and self-service is limited. 

Level 3: Intelligent Orchestration

Customer journeys are actively designed around client needs. Modular platforms, real-time data and automation enable personalised, anticipatory engagement.

Level 2: Streamlined Delivery

Key systems are unified and customer-facing processes are digitised. Experiences become more consistent, efficient and proactive.

The report helps you identify your current level and outlines concrete next steps to progress. 

Who This Report Is For 

This guide is written for professionals shaping the future of corporate banking, including: 

  • Heads of Corporate Banking
  • Digital Channel & Transformation Leads
  • Customer Experience and Engagement Teams
  • IT and Architecture Leaders supporting business banking channels 

Why Digital Maturity Matters Now

Banks that modernise customer engagement benefit from: 

  • Faster onboarding and shorter time-to-revenue
  • Lower process and operational costs
  • Higher customer satisfaction and retention
  • Improved compliance, transparency and auditability 

Banks that don’t risk falling behind digital-first competitors – and their own customers’ expectations. 

 

Download the Report

Get the full report and explore how corporate banks are advancing their digital maturity today.