Digital Mission

Digital First Capital Markets

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Operational Efficiency Risk Management

Client Onboarding

Current Situation

Capital markets firms’ client onboarding tasks are frequently accomplished through a fragmented series of linear workflows, which represent an area of operational risk.

Goals and Objectives

Increase operational efficiency and reduce client acquisition costs by accelerating onboarding times using digitized, parallel workflows. Centralize document management, standardize reference identification, and introduce onboarding life-cycle management tools to enhance transparency and reduce operational risk.

Technology Deployed

Cloud, robotic process automation, secure document portals, artificial intelligence, machine learning, biometrics, digital identity, and client relationship management software

Use Case Summary

Cross-departmental involvement, changing regulations, and demanding clients each make client onboarding a source of operational risk and inefficiency. Improve operational efficiency and customer experience by pursuing automation and applying intelligent technologies to streamlined workflows.

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