Managed Service Strategy Paper


How a Managed Service will
deliver significant benefits to small
to medium-sized financial institutions

Client on-boarding and CLM are essential to not only delivering great service, but also to being able to manage and optimise your client relationships. While these should be the driving factors for your on-boarding and CLM functions, the increasing complexity of regulations can often make the client experience and relationship become secondary. The penalties for non-compliance are extensive, not only to the business, but also personally.
Complying with complex and ever-changing regulations while maintaining an acceptable level of expenditure is a challenge all financial services companies face. This challenge can be exacerbated when the firm in question is comparatively small, yet has the same regulatory expectation of meeting these requirements in line with their larger counterparts.

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Effective Client On-boarding and CLM Management

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