Client On-Boarding and Client Services
Lysis' Client On-Boarding and Client Services solution provides:
- Client On-Boarding and Client Services strategy
- Client business solutions design
- Programme management
- Business analysis
- Management information
- Ref data management and integration
An integrated, client-focused approach delivers:
- Competitive advantage
- Improved global service model and efficiency
- Reducing:
- Financial Loss
- Credit Risk
- Regulatory Penalties
- Errors
- Cost Savings
- Client confidence, enhances reputation
- More effective portfolio take-on
Our approach
Staple Yourself to an Order
- Critical to adopt the client-centric view: what is their onboarding journey
Reference Data
- Capture this once, control its use
Know Your Client (KYC)/AML checks
- Ensure that policies are implemented from an organizational and technological standpoint in a systematic and disciplined fashion
- Document management key
Documentation & Credit
- Integrate and align with OB journey
Visibility
- Use a dashboard to monitor and control the client journey
Operational Data Set-up
- Capture and control, SSIs and confirmation details
Technical platform build
- Workflow and data integration software
- Flexible workflow built to the 80/20 rule