Client Onboarding support for financial institutions

Client onboarding support to asset managers and investment firms

Client onboarding is often a significant challenge for asset managers owing to dynamic client expectations that are often bespoke, placing heightened pressure on them to proactively meet expectations. Traditional processes are resource-intensive and time-consuming, lacking centralised and integrated workflows. Despite the advances in technology, client onboarding still requires manual intervention for most asset managers.

Our dedicated team collaborates seamlessly with your core onboarding teams, providing comprehensive support in creating meticulous checklists, optimising process flows, managing documentation and handling any other bespoke requirements. Our support services are designed to elevate your onboarding process and deliver personalised and tailored solutions.

https://www.acuitykp.com/library/streamlining-client-onboarding-effective-solutions-for-asset-managers/

Who we serve

Asset Managers

How we can support asset managers in onboarding teams

Dedicated onboarding specialists

Dedicated team of experienced onboarding specialists offering personalised support.
Tailored assistance to meet the unique needs of your teams.

Streamlined documentation and coordination:

Dedicated team of experienced professionals specialised in documentation management.
Streamlined processes for collecting documents and verifying, tracking, reducing administrative burden and eliminating manual errors.

Client queries and communication:

Address client enquiries and provide timely and accurate responses, ensuring a positive onboarding experience.
Facilitate effective communication between teams and clients.

Ongoing support on any ad hoc tasks and continuous improvement:

Provide ongoing support beyond any initial onboarding tasks
Monitor and optimise the overall process on a regular basis, leveraging feedback and other insights for continuous improvement.

How we are different

Experience in supporting financial institutions:

• Seasoned implementation specialists with over 15 years of industry experience, delivering value for global asset and wealth managers.
• Over 500 asset management specialists, including a pool of client servicing experts.

Deep asset management and process knowledge:

• Leverage industry best practices, incorporating leading workflow tools and deep domain expertise.
• Solutions are aligned with regulatory requirements and industry standards.

Senior layer of SMEs equipped with industry best practices:

• Layer of senior industry professionals experienced in managing operational process outsourcing.
• Provide recommendation and actionable insights to further enhance your operations.