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Client data management

Read how client data management allows for the creation of a high-level plan for the optimum use of client data.

Client Data Management involves transforming and running on boarding processes, data governance and systems at key client interfaces to improve customer service.

Accenture helps clients analyze how data is currently collected, the systems used to organize and store data, who uses the data and how it is used. This allows for the creation of a high-level plan for the optimum use of client data

Download PDF MOVING TO THE STANDARD LEGAL ENTITY IDENTIFIER [PDF, 414KB]

Read about how implementing the Legal Entity Identifier (LEI), a standardized identifier to be used by all financial institutions, would require financial institutions to improve data quality, address regulatory concerns and refresh client on-boarding practices.

Download PDF SMARTER ON-BOARDING: THE KEY TO HIGHER CLIENT RETENTION AND CROSS-SELL [PDF, 866KB]

Read the detailed report about how Accenture can help your organization transform its client on-boarding and boost the value it generates from client relationships.

Download PDF REFOCUSING ON TRUST AND RELEVANCE: THE CLIENT SERVICE IMPERATIVE FOR CAPITAL MARKETS BUSINESSES [PDF, 225KB]

Read this report which demonstrates how a pragmatic and low cost approach to the analysis of existing data can enable businesses to tailor client contact and truly put the clients back at the heart of the business.

On-boarding presents a chance for investment banks to not only reduce compliance and credit risks, but also collect valuable information about client preferences, needs and behaviors. Those that treat the on-boarding process as an opportunity, rather than an obligation, will be in a stronger position to build durable relationships and increase market share. Listen in as Accenture’s Heather Adams explains how investment banks are using intelligent on boarding processes to enhance customer experiences, improve cross selling and streamline regulatory compliance.

Podcast: Client on-boarding as a business opportunity

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Capital Markets