JDX Client Lifecycle Management Capabilities

    December 1, 2020

    Increasing regulatory complexity in the end-to-end client journey, including anti-money laundering, KYC, tax, data privacy, has significantly increased the cost of compliance.

    Organisations are often challenged with siloed data and disconnected manual processes which lead to redundant data entry, errors and data quality issues, increasing risk and degrading the customer experience.

    An optimised client lifecycle management process can strengthen a firm’s competitive stance through effective management of risk versus profitability. We can advise on ways to differentiate the client onboarding journey for your business, positioning you for competitive advantage and driving tangible value.


    Our integrated approach:
    • Leverages our skilled resources to address imminent enterprise-wide regulatory deadlines, operations challenges and in driving improvement initiatives, by utilising a flexible resourcing strategy;
    • We can simultaneously undertake a process improvement programme to re-engineer and standardise the client lifecycle, laying the foundation for the design of an optimised future state operating model, that ensures sustained compliance with regulations, and an optimal customer journey

    For more information, contact Gaby Bolton.

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