We help Financial Institutions transform their client onboarding, operations and compliance processes to increase efficiency, better manage risk and enhance customer experience.
Streamlining, digitisation and automation are at the very core of the strategic objectives of many Financial Institutions. 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.
challenge and opportunity
Client onboarding, Operations and Compliance teams often face three main challenges: the need to increase efficiency, better manage risks, and improve the experience for their customers. As specialists in delivering change, we can help Financial Institutions achieve these goals and deliver long-lasting benefits.
with specialist consultancy skills
We have a proven approach to driving change and it delivers consistent results. Our capabilities range from providing transformation leadership to drive your critical change programmes, to providing specialists who can digitise your processes or support your critical initiatives across areas such as KYC / AML and regulatory change.
What makes us different?
Our skills, methods and experience have been developed and refined over years while leading multiple, large-scale client onboarding, operations and compliance change initiatives within Financial Institutions.
We deliver top tier consulting quality with a small firm approach to deliver a different consulting experience. Your problems become our problems and we take them seriously.
on the value we deliver
We are known for delivering value and we measure our worth in outcomes rather than hours. This means a relentless focus on your objectives and working in close collaboration to ensure that we’re fully aligned and delivering the maximum impact for you.
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.
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.
“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.”
“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.”
“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.”