Client stories - Beyond

Summary

We have driven change and transformation in client onboarding, operations and compliance across a number of global Financial Institutions.

Take a look at some of our case studies below.

Global Investment and Asset Manager Accelerating the vendor
selection process for
an industry leading client portal

Top 5 US Bank Regulatory reporting:
Critical programme recovery

Top 5 US Bank Strategic review of
EMEA Client Lifecycle operating model

Global Corporate and Investment Bank Delivering a regulatory remediation
and recovery programme

Global Banking Infrastructure Provider Developing a new
governance process
for complex policy management

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

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