Client onboarding and lifecycle processes.


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Beyond is a specialist consultancy helping Financial Institutions make client onboarding and lifecycle processes smarter, quicker and more customer-focused.

What we do
Addressing common challenges for Financial Institutions

Financial Institutions often face three main challenges: the need to enhance the customer experience, streamline operational process and better manage risks. Whether you’re looking to create a seamless onboarding experience, ensure compliance with global regulatory requirements, accelerate time-to-revenue or empower data-driven decision making, we can help.

The scale of the
Onboarding time
Average days to onboard high-risk clients in global banking and markets
Spent a year to onboard new clients
AML fines during 1st half of 2021
A holistic approach to change is increasingly critical.
Why we're here
Dedicated to enhancing client onboarding and lifecycle processes

We bring together an absolute focus on client lifecycle processes in Financial Services, the very highest quality people and an unwavering commitment to delivering against our clients’ objectives.

This combination sets us apart and is why we’re trusted by leading organisations such as Tier 1 Banks, Investment Banks, Wealth and Asset Managers and payment providers to overcome challenges such as:

  • Accelerating onboarding processes and efficiencies
  • Reducing KYC costs
  • Maximising revenue opportunities
  • Enhancing the customer experience
  • Digitising and automating processes
  • Complying with regulation and simplifying policy
At Beyond, we take a strategic approach to delivering critical change. Find out more
How we can help
Accelerating transformation
with specialist consultancy skills

Our team has deep experience delivering critical business outcomes across all core areas of client lifecycle transformation. This ranges from defining strategy and developing roadmaps to drive your critical change programmes, to providing specialists who can digitise your processes or support your initiatives across areas such as KYC / AML and regulatory change.

We combine deep subject matter expertise, proven methods and change delivery experience to achieve an ROI you can measure. Find out more

What makes us different?

We are

We are solely focused on client onboarding and client lifecycle transformation.

We have a
different approach

We are known for taking ownership and delivering exceptional results.

Our value is
in our experience

Our clients pay for expertise and team quality, not for the big firm name.

We have a point of view, built from experience Read our insights
Future-proofing Operations and Compliance
Where to invest for long-term success

To deliver against the targets of the next 3-5 years, it will be imperative for Financial Institutions to concentrate on making the right investments in Compliance and Operations – ones which drive efficiencies to reduce overall effort and time. However, this can only be achieved if their investments are well chosen, anchored around a clear target state and supported by a series of aligned initiatives which build the foundations that can be refined over time. Download this report to discover the three key areas Senior Executives must consider to ensure they are making the right investment for the long term.

We empower Financial Institutions to select the right solutions for their business Discover FIN
The Fintech Innovation Network
Navigating Fintech,
made simple

Our Fintech Innovation Network (FIN), launching soon, is designed to demystify the many fintech solutions available on the market – so you can understand how they differ and the value that they offer financial institutions. Do you have a specific technology or data challenge that needs addressing? Do you want to know more about a specific company and how they have helped other financial institutions? Then FIN is for you.

We’ve successfully delivered change across a range of Financial Institutions Read our case studies

“Beyond have brought structure, strategy and drive in helping us to develop our onboarding platform and our KYC / AML processes. It has been a pleasure to work with them and I look forward to future projects together.”

Digital Challenger Bank

“The forensic approach and operational rigour applied by the Beyond team enabled the successful implementation of a complex FCR policy change which delivered material cost savings to our organisation.”

Head of CDD
Tier 1 Bank

“These guys have done the “hard yards” helping deliver CLM systems and navigating Financial Service regulatory reform. Their “whatever it takes” attitude really sets them apart and I have no hesitation in recommending them.”

Head of Client Onboarding
Tier 1 Global Investment Bank
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