Your challenge
Understanding the core of the issue and delivering change
Summary
Delivering change within onboarding and CLM in Financial Services is challenging. Whether you are targeting increased efficiency, reduced risk, or improved customer experience, taking a structured and holistic approach is critical.
The question
What is your challenge, do you need to:
  • Accelerate onboarding processes and efficiencies?
  • Reduce KYC costs?
  • Maximise revenue opportunities?
  • Enhance the customer experience?
  • Comply with regulation and simplify policy?
  • Select the right technology and data providers?
  • Implement new technology and data solutions?
  • Manage risk in your client population more effectively?
  • Deliver critical change programmes?

Leveraging our CORe Framework

We developed the CORe framework to help financial institutions transform their client onboarding and CLM functions.
The Framework

Based on decades of front-line experience, CORe is designed to help financial institutions:

  • Diagnose issues – identifying key challenges and areas for improvement
  • Shape solutions – prioritising functions to be enhanced
  • Accelerate delivery – generating ROI faster
  • De-risk critical change – providing greater certainty of success

Please explore CORe to view some of the common challenges and key capabilities required to deliver world-class onboarding and CLM functions.

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