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Accenture Capital Markets Blog

client onboarding

Posted on July 28th, 2016

Discovery should be a two-way street when onboarding clients

As I mentioned in a previous blog, moving to digitally assisted discovery is a matter of priority...
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Discovery should be a two-way street when onboarding clients
Posted on February 25th, 2016

Digitizing the voyage of discovery

A couple of my earlier blogs have already discussed the practical priorities around the importance...
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Digitizing the voyage of discovery
Posted on February 16th, 2016

Get strategic about client onboarding

Last time, we talked about the changing face of client onboarding, how firms are beginning...
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Get strategic about client onboarding
Posted on February 9th, 2016

The changing face of client onboarding

As everyone who works in wealth management or life insurance knows, your interactions with...
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The changing face of client onboarding
Posted on October 25th, 2012

Rethinking Client Onboarding (2 of 2)

As the client’s first exposure to a firm, the onboarding process must be consciously planned...
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Rethinking Client Onboarding (2 of 2)
Posted on October 18th, 2012

Rethinking Client Onboarding (1 of 2)

New account opening used to be a standalone function—one that followed lead generation and...
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Rethinking Client Onboarding (1 of 2)
Posted on May 1st, 2012

Smarter client on-boarding

It seems that many investment banks suffer from too much data and too little actionable intelligence....
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Smarter client on-boarding
Posted on April 3rd, 2012

Moving to the Standard Legal Entity Identifier (LEI)

Global regulators generally agree that the standard Legal Entity Identifier (LEI), proposed...
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Moving to the Standard Legal Entity Identifier (LEI)
Posted on March 30th, 2011

Balancing risk management and customer service

Many risk and regulatory changes have investment firms looking more closely at risk management....
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Balancing risk management and customer service