Client stories
Delivering successes across financial institutions
Summary
We have driven change and transformation in client onboarding and client lifecycle management functions across a number of global financial institutions.

Take a look at some of our case studies below.
Tier 1 Global Investment Bank Radical transformation:
Front-to-back systems design
Founders Bank Project Delivering front-to-back
CLM for a challenger bank
Tier 1 global bank Policy optimisation:
Creating cost efficiency
via policy refinement
Tier 1 global bank Delivering optimised
operations: EMEA client
onboarding re-designed
Tier 1 global bank Change portfolio design:
Focusing and enhancing
change delivery

Tier 1 global bank Enhancing periodic review:
Design, delivery & execution
Global Banking Infrastructure Provider Policy review and
alignment for KYC Registry
Let’s make
change happen

We help financial institutions design and deliver world-class client onboarding and client lifecycle management functions.
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