We help financial institutions design client onboarding and client lifecycle management functions to increase speed, reduce risk and ultimately accelerate time-to-revenue.
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.
challenge and opportunity
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.
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.
What makes us different?
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.
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.
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.
Beyond will be co-hosting a workshop with Arachnys on the 17th March 2021 and 1pm. Designed specifically for financial services professionals, this workshop will explore the drivers for Perpetual KYC, the practical steps to overcoming common challenges and a deeper drive into the creation of a Single Customer View.
Find out more here.
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.”