Effective Client Onboarding in Wholesale Banks – Examining challenges and defining best practices

This collaborative report from Chartis and iMeta, discusses the risk and technology perspectives of client onboarding in wholesale banking, setting out the relevant challenges that financial institutions (FIs) face, and the best practices needed to address them. In particular, it highlights lessons and best practices that wholesale FIs can glean from the retail banking sector.

Wholesale financial institutions should aim to significantly reduce both the cost and time of their client onboarding processes, while improving the customer experience. This report proposes a number of overarching takeaways in order to meet these goals.

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