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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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