Client onboarding support to asset managers and investment firms
Client onboarding is often a significant challenge for asset managers owing to dynamic client expectations that are often bespoke, placing heightened pressure on them to proactively meet expectations. Traditional processes are resource-intensive and time-consuming, lacking centralised and integrated workflows. Despite the advances in technology, client onboarding still requires manual intervention for most asset managers.
Acuity Analyics dedicated team collaborates seamlessly with your core onboarding teams, providing comprehensive support in creating meticulous checklists, optimising process flows, managing documentation and handling any other bespoke requirements. Our support services are designed to elevate your onboarding process and deliver personalised and tailored solutions.
How We Can Support Asset Managers in Onboarding Teams
Dedicated Onboarding Specialists
- Dedicated team of experienced onboarding specialists offering personalised support.
- Tailored assistance to meet the unique needs of your teams.
Streamlined Documentation and Coordination
- Dedicated team of experienced professionals specialised in documentation management.
- Streamlined processes for collecting documents and verifying, tracking, reducing administrative burden and eliminating manual errors.
Client Queries and Communication
- Address client enquiries and provide timely and accurate responses, ensuring a positive onboarding experience.
- Facilitate effective communication between teams and clients.
Ongoing Support on Any Ad Hoc Tasks and Continuous Improvement
- Provide ongoing support beyond any initial onboarding tasks
- Monitor and optimise the overall process on a regular basis, leveraging feedback and other insights for continuous improvement.
What Defines Us
Our Teams
Connect with Us
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