Accelerating Client Onboarding at a Global Financial Firm

An efficient and satisfying customer experience is crucially important to customer loyalty in investment banking and asset and wealth management. Acknowledging this, one of the world’s largest banking and financial services companies, with nearly $30 trillion under custody and administration and more than $1.5 trillion in assets, wanted to improve its client onboarding process so that its customers experienced seamless and highly-personalized service. At the same time, the global bank planned to streamline administration practices and increase productivity, while assuring compliance with government and industry regulations

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