Client Lifecycle Management

        What We Do For You

        Capability. Efficiency. Execution.

        JDX partners with its clients to bolster end-to-end capability throughout the client lifecycle. JDX has a track record of successfully supporting our clients with complex operational challenges, against a backdrop of regulatory change. JDX provides adaptive capacity and skill to manage all stages of the end-to-end client journey.

        Our people have proven ‘run-the-bank’ expertise and an in-depth understanding of the full client lifecycle, encompassing best practice and technology. JDX’s flexible resourcing strategy enables our people to be deployed rapidly. JDX uses a blend of resourcing, technology and automation to successfully perform client lifecycle activities and processes. 


        • Data remediation
        • Data analysis
        • Client offboarding
        • Client onboarding
        • Support services
        • Client outreach
        • Client due diligence (standard and enhanced)

        For more information please contact

        New and noteworthy at JDX

        JDX Highlights From ISDA’s Technology Forum in London

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        JDX’s Charles Post recently had the pleasure of moderating an informative panel discussion on the ‘Opportunities in AI’ at the ISDA technology forum in London.

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        IR35: The Possible Effect on Technology Resources


        Since April 2000, via IR35, the UK Tax Authorities (HMRC) have sought to combat tax avoidance amongst ‘disguised employees'. HMRC are targeting individuals supplying services via intermediary companies—such as Personal Service Companies (PSC’s)—initially in the public sector April 2017, HMRC have since shifted focus onto the private sector.

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        JDX Technology Consultancy: Bridging the Data Skills Gap


        Since 2012, JDX has experienced rapid growth as a provider of flexible resourcing solutions to financial services companies, market intermediaries and FinTech companies. With a compound annual growth rate of 47% over the last 3 years we now have 700 staff in 6 locations globally...

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