Beyond is a specialist consultancy helping Financial Institutions make client onboarding and lifecycle processes smarter, quicker and more customer-focused.
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.
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
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.
What makes us different?
We are solely focused on client onboarding and client lifecycle transformation.
We are known for taking ownership and delivering exceptional results.
in our experience
Our clients pay for expertise and team quality, not for the big firm name.
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.”