Organizations

Root org and sub-orgs. Create orgs under root for teams (data, marketing, ops, etc.).

Root Organization
Root

Company root. Create sub-orgs under this.

AI/ML

AI/ML models, feature engineering, and MLOps

Client Services

Client onboarding and servicing

Corporate Development

M&A, strategy, and ventures

Customer Experience

CX, support, and digital channels

Data & Analytics

Data engineering, BI, and analytics

Digital

Digital channels and experience

ESG

Environmental, social, and governance

Finance

Financial reporting, FP&A, and controllership

HR & People

Talent, compensation, and culture

Internal Audit

Internal audit and assurance

Investment Banking

M&A, capital markets, and advisory

Legal & Compliance

Legal, regulatory, and compliance oversight

Marketing

Brand, campaigns, and demand generation

Operations

Back-office, settlements, and operations

Platform Engineering

Platform, APIs, and developer experience

Procurement

Vendor management and sourcing

Product

Product management and strategy

Real Estate

Property, facilities, and workplace

Regulatory Affairs

Regulatory strategy and engagement

Research

Market and product research

Retail Banking

Consumer deposits, lending, and branch operations

Risk Management

Enterprise risk, credit risk, and operational risk

Sales

Enterprise sales, SMB, and partnerships

Security

Cybersecurity, identity, and access

Tax

Tax planning, compliance, and reporting

Technology

Engineering, platform, and data

Trade Operations

Trade capture, confirmation, and lifecycle

Treasury

Liquidity, funding, and treasury operations

Wealth Management

Private banking, advisory, and portfolio management