Overview – 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.
Who we serve
How we can support asset managers in onboarding teams
Dedicated team of experienced onboarding specialists offering personalised support.
Tailored assistance to meet the unique needs of your teams.
Dedicated team of experienced professionals specialised in documentation management.
Streamlined processes for collecting documents and verifying, tracking, reducing administrative burden and eliminating manual errors.
Address client enquiries and provide timely and accurate responses, ensuring a positive onboarding experience.
Facilitate effective communication between teams and clients.
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 can support asset managers in onboarding teams
Dedicated team of experienced onboarding specialists offering personalised support.
Tailored assistance to meet the unique needs of your teams.
Dedicated team of experienced professionals specialised in documentation management.
Streamlined processes for collecting documents and verifying, tracking, reducing administrative burden and eliminating manual errors.
Address client enquiries and provide timely and accurate responses, ensuring a positive onboarding experience.
Facilitate effective communication between teams and clients.
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:
• Over 500 asset management specialists, including a pool of client servicing experts.
Deep asset management and process knowledge:
• Solutions are aligned with regulatory requirements and industry standards.
Senior layer of SMEs equipped with industry best practices:
• Provide recommendation and actionable insights to further enhance your operations.
What we have done
Setting up a multi-skilled client onboarding team for a UK-based asset manager
What we are proud of
A UK-based global asset manager (AM) with 200bn AUM.
In the News
StrategicCHRO360
Our Perspective on Client Onboarding support for financial institutions
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