trades ginvestment management consul�ng

ON BOARDThe CRM for Asset Managers

CLIENT ONBOARDING - CHALLENGES

ACCOUNTABILITY

Client onboarding requires steady coordination of several tasks between multiple teams. The lack of traceability makes it difficult to identify bottlenecks and finger-pointing becomes the rule.

INCREASED REGULATIONS

Existing processes and legacy systems need to be constantly updated in order to meet stringent AML, KYC and data confidentiality demands coming from new rules and regulations.

INEFFICIENT PROCESS

Client on-boarding and servicing processes are increasing in complexity due to greater client servicing demands and the need for regulatory transparency.  Manual inconsistent processes introduce operational risk and hurt the overall client servicing perception.

Winning institutional client mandates and onboarding these clients are increasingly challenging tasks for asset managers, not only because of the competitive environment but also due to the stringent regulatory checks and the sheer volume of mandates.

AM ONBOARD is an integrated client relationship management, client onboarding and client servicing solution speci�cally designed to meet all the needs of institutional sales teams. It has been developed by professionals with years of experience in the asset management industry along with product advice and inputs from institutional sales industry leaders, for you to never miss an opportunity.

GENERIC SOLUTIONS

Although there are many generic CRM solutions in the market, they do not support the specific CRM and client onboarding processes and requirements of the investment management industry.

COST PRESSURES

A generic solution needs more customization and longer implementation phases which lead to higher implementation costs, efforts and higher maintenance and support costs.

Winning institutional client mandates and onboarding these clients are increasingly challenging tasks for asset managers, not only because of the competitive environment but also due to the stringent regulatory checks and the sheer volume of coordinated tasks between multiple teams.

ONBOARD is an integrated client relationship management, client onboarding and client servicing solution specifically designed to meet all the needs of an institutional sales team. It has been developed by professionals with years of experience in the asset management industry along with product advice and inputs from institutional sales industry leaders, for you to never miss an opportunity.

trades ginvestment management consul�ng

ONBOARD

How does ONBOARD help you overcome these CHALLENGES?

ONBOARD adapts to your sales processes and provides a collaborative platform to efficiently conduct business, right from lead generation, onboarding to ongoing client servicing. It reduces cost, automates steps that are manual and helps comply with asset management regulations, so that you can focus on your client relationships.

It has the following features to support the key elements of the Institutional sales process:

rrrrrrrrrrrrris a management consultancy focused exclusively on investment management. The team advises asset managers, insurance companies, pension funds and sovereign wealth funds in the areas of business strategy, operations, technology and governance.

The firm was established in 2013 in Singapore by a group of individuals with significant experience in senior roles on the buy-side. Our consultants have first-hand experience of the pains and frustrations that management teams go through in resolving Front, Middle and Back Office issues, and thus offer targeted and relevant advice.

The team brings an expert, practical and independent view that is based on an in-depth understanding of the buy-side.

About trades gtrades g

trades g

+65 6850 7851 info@stradegi.com Blog LinkedIn

www.stradegi.comsingapore - hong kong - kuala lumpur - chennai

boston - chicago - san francisco

RRONBOARD can seamlessly integrate with other existing CRM systems and can also import data from excel spreadsheets, thus eliminating the need for major changes to the existing client database and infrastructure. However, if you don’t have a CRM, rrrrONBOARD has an integrated CRM module which acts as the backbone for your client data and supports the onboarding and client servicing processes.

Already have a CRM solutionin place?

Provides the ability to store industry specific data points which are available at all touch points in the sales, onboarding and servicing process

Functionality to segment clients and opportunities, to prioritize sales opportunities and identify avenues to cross-sell and up-sell

Each function in the organization gets their own workspace to perform their tasks for a seamless onboarding

Meets regulatory and business requirements by defining each step in your onboarding process from KYC, IMA signing to account creation

Managerial view that provides status update on teams and tasks involved in the onboarding process

Increased focus on core activities by automating processes, tasks and reminders

Functionality to support mass e-mails and integrate with external email and calendar tools

Centralized document management

Functionality to schedule tasks for generating client reports and communications

CLIENT SERVICINGCLIENT ONBOARDINGCLIENT RELATIONSHIP

g

ONBOARD

Lead Generation and Pipeline Tracking

KYC and AML Review

Mandate and Fee Details

Client Account Setup

Client and ManagementReporting

Ongoing ClientServicing

ONBOARD supportseach step of the Institutional sales process

$

STRADEGI PTE LTD8th Cross Street,

Level 28 , PWC Building Singapore - 048 424

Call : +65 6850 7851Mail : info@stradegi.com

For a demo, please contact

Blog LinkedIn

Winning institutional client mandates and onboarding these clients are increasingly challenging tasks for asset managers, not only because of the competitive environment but also due to the stringent regulatory checks and the sheer volume of mandates.

AM ONBOARD is an integrated client relationship management, client onboarding and client servicing solution speci�cally designed to meet all the needs of institutional sales teams. It has been developed by professionals with years of experience in the asset management industry along with product advice and inputs from institutional sales industry leaders, for you to never miss an opportunity.