Do your teams operate cross-functionally and effectively to deliver the maximum value for your business?

Client onboarding, operations and compliance are inherently cross functional processes, requiring the coordination of several specialist skill sets and organisational functions. To operate at pace, the interaction of the teams should be carefully planned to ensure maximum efficiency and to minimise rework.

Critical questions

• Does your organisation experience increased costs as a result of rework?
• Are the roles and responsibilities of all teams clearly documented?
• Are your onboarding pipelines actively managed?

Aspirational state 

It is possible to build towards creation of a streamlined core team, resourced with the right skills and headcount to control the process. Additional capacity can then be factored in using a flexible resourcing solution to address forecast spikes in demand.