Client onboarding & CLM


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We help financial institutions design client onboarding and client lifecycle management functions to increase speed, reduce risk and ultimately accelerate time-to-revenue.

The Issue
Client onboarding and CLM have become a key strategic focus

Regulation, digital transformation and cost reduction are driving huge changes across financial services. As a result, effective risk management, operational efficiency and increasing revenue are now critical strategic imperatives. Client onboarding and client lifecycle management (CLM) sit at the very heart of achieving these objectives.


Getting this right however, is extremely complex.

The scale of the
challenge and opportunity
AML fines
Average fine per institution in 2019 ($8.14bn total)
Potential savings
Reduction in onboarding costs from leveraging technology and data
Onboarding Time
Average number of days to onboard high-risk clients in global banking and markets
A holistic approach to change is increasingly critical.
Your challenge
Defining your client onboarding or CLM challenge

As specialists in delivering change in client onboarding and CLM for financial institutions, we know that each challenge is unique. Before launching into any transformation, we’ll help you get to the core of your issue, so we can be sure that we deliver the right outcomes.

At Beyond, we take a strategic approach to the design and delivery of client onboarding and client lifecycle management change. Find out more
How we can help
Does your organisation
deliver change successfully?

We have a proven approach to driving change in client onboarding and CLM in financial services, and it delivers consistent results. Many of the issues – and their solutions – are multi-faceted and cross-functional. So, we’ve honed a comprehensive methodology (CORe Framework) for identifying and delivering the transformation needed across all of the functions that contribute to the onboarding and CLM process.

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

Our skills, methods and experience have been developed and refined over years while leading multiple, large-scale client onboarding and CLM change initiatives within financial institutions.

We’re known
for delivering

Our clients repeatedly trust us to tackle their most challenging projects because we’ve demonstrated that we can consistently deliver. Your problems become our problems, and we take them seriously.

We measure ourselves
on the value we deliver

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.

We have a point of view,
built from experience Read our insights
Fintech Innovation Network (FIN)

Beyond recently announced the launch of the Fintech Innovation Network (FIN).

This online resource has been designed specifically for Financial Services professionals to enable them to navigate the crowded marketplace of technology and data solutions in areas such as financial crime (e.g. KYC, AML, Fraud), client onboarding and lifecycle management, and regulatory compliance.


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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