Client On-Boarding Benchmarking Study

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CutterBenchmarking: Client On-Boarding

July 29, 2015

As we noted in our Cutter AdvantEdge: Optimizing Your Client On-Boarding Process, Client On-Boarding is one of the most complex aspects of the client facing activity. Get it right and clients barely notice. Get it wrong, however, and clients are left second guessing the credibility of your operational processes. Having a well-defined and efficient process is therefore critical to acquiring and retaining clients.

We invite you to participate in our latest CutterBenchmarking survey on Client On-Boarding. This study focuses on the organization, data, processes and technology required to make your client on-boarding process seamless. The resulting report will tell you everything you need to know about your firm's processing capabilities and overall effectiveness and will provide realistic and achievable recommendations to transform your client on-boarding strategies.

The survey will cover:

Your firm's organizational structure in support of client on-boarding
Processes around gathering client documents, legal agreements, and other artifacts
Client approvals, investment suitability, and risk tolerance checks
Client/account setup on internal systems
Data management and workflow support for on-boarding processes

To participate in the survey or for further details, please contact us.

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CutterResearch content is the proprietary property of Cutter Associates and our members who have entered into confidentiality agreements. It contains information that is proprietary and confidential to Cutter as well as to the vendors discussed within the reports (the "Vendors"). Disclosure of the information contained in the reports could cause irreparable harm to Cutter and/or the Vendors.

By selecting "I Agree" below, you agree to safeguard this information with the same care as your firm affords its own confidential information. You will not provide access to this information to anyone who is not an employee of your firm and will not distribute this information outside your firm. Furthermore, you will not provide access to this information to any employee of any subsidiary, unit, department or division of your firm that is engaged in any aspect of the software business involving third parties, including, without limitation, selling or otherwise providing software to third parties, assisting third parties in the selection or implementation of software, or providing investment related software information to third parties (collectively, the "Prohibited Recipients").

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CutterBenchmarking: Client On-Boarding