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Examine our pre-built, ready-to-go, customizable, and grounded financial services business architecture reference framework and examples. Purchase any of our content below now or ask for a 30-minute demo for further information.

The recently enhanced Financial Services Reference Framework and Examples offered by Business Architecture Info for retail banks, commercial banks, wholesale banking, wealth management, trading services, currency exchange, corporate finance, and venture capital include the following:

  • over 2,800 business capabilities (over 970 of them are financial services-specific);

  • over 420 information concepts, many of them linked to business capabilities;

  • 43 detailed value streams, 24 of which are customer-driven with their enabling business capabilities (list of value streams shown in the  diagram below);

  • over 130 financial institution stakeholders, most of them linked to value stages among others;

  • over 50 typical business units/departments, linked to business capabilities;

  • over 50 typical products and services;

  • over 300 diagrams;

  • the ‘Reaching a New Market Using a Mobile Application’ example;

  • the ‘Improving Fund Performance Using Artificial Intelligence’ example;

  • the ‘Automating Loans Using Blockchain’ example; and

  • a merger and acquisition example.


In the past, this reference framework was crafted based on our client's comments. With our newly released version 3.2.2,  we now also take into account the input from our Financial Services Business Architecture Info Committee.  It meets several times a year to improve this reference framework.  Members of this committee are currently:

  • Aman Alagh, Head - Tech Strategy, Planning & Architecture at Abu Dhabi Commercial Bank in the UAE,

  • Deepanjan Mitra, EA Senior Architect - Global HR, Supply Chain, Risk & Financials at TransUnion in IL USA,

  • Gareth Ruddle, Head of Enterprise Architecture at Newcastle Building Society in the UK,

  • Maggy Thor, Business Architecture Practice Lead, Macquarie Group, Australia,

  • Nana Langa, Chief Business Architect at Absa Group in South Africa,

  • Nivin Premkumar, Senior Manager, Enterprise Business Architecture at TD Bank in Canada,

  • Rakesh K Singh, Enterprise Architect at One America in IN USA, and

  • Wai-Ling Chiu, Manager Enterprise Architecture at Knab in the Netherlands.


Our Financial Services Business Architecture Training is entirely based on this Financial Services Reference Framework and Examples offered by Business Architecture Info. 

Purchase any of the following items derived from our Financial Services Reference Framework and Examples:

  • The recently enhanced Financial Services Business Architecture Reference Framework and Examples Excel File (Pricing $1,999.50; Content not available online; Ask for a 30-minute web demo)

Financial Services Level 1 Business Capabilities - Business Architecture Info - Version 3.


The Financial Services Business Architecture Reference Framework consists of over 2,800 business capabilities that are several levels deep. Business capabilities are segmented into 8 tiers, including Financial Services, Client-Driven, Marketing and Sales, Strategy, Human Resources, Enterprise Support, Finance and accounting, and Governance and Compliance.

The Excel file includes the level, the nomenclature, a detailed description of each business capability, and cross-map relationships to value streams/value stages and information concepts. 

Financial Services Value Streams List


The Financial Services Business Architecture Reference Framework consists of 43 customer-driven, strategic, or supporting detailed value streams, with their participating stakeholders. 24 of these value streams are linked to their enabling capabilities. 

The Excel file includes the nomenclature, a detailed description of each value stream/value stage, and cross-map relationships to business capabilities and stakeholders. 

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