Author's Posts

Client Onboarding - Turning a new leaf

Posted by: Elizabeth Schneider | July 23, 2014

Over the past decade, programs to onboard institutional clients’ middle office operations to a service agent have seen visible progress. A typical program in 2010 might have run for 2-3 years but today it is done in much tighter timeframes of 6-12 months.

Client Onboarding - Ways to adapt

Posted by: Elizabeth Schneider | June 30, 2014

In my earlier blog I spoke of client onboarding, how it has changed over the last few years and how standardization of service offerings is partially responsible for this progress. In this blog I will highlight what service agents and investment managers can do to navigate the existing challenges and make onboarding easier.