Client Onboarding: Operational Slog or Opportunity to Stand Out

As we like to say, “none of this is that hard.” Okay, onboarding a complex client onto an asset servicing platform is a daunting task, requiring detailed analysis, and consistent, flawless execution. However, effective onboarding is attainable and can be made much less difficult with seasoned team members who have been through these transformations before. Clarendon Partners has the experts that asset servicers and clients need for successful implementations and onboardings that fast-track revenue realization while laying the foundation for profitable and long-lasting client relationships.
 
· Our seasoned project managers and business analysts have a wealth of experience and knowledge to help clients by leading massive programs from Due Diligence, through Development and Testing, to Go Live.
 
· We have subject matter experts that work seamlessly across business lines and functions to ensure your staff thoroughly vets and establishes business requirements, follows the project plan and holds each other accountable while meeting critical milestones and deliverables. 
 
· With an understanding of the market, competition, and best practices, Clarendon Partners adds even more value by bringing continuous improvement to your organization as technologies and methodologies continue to advance.
 
Clarendon partners offers an expert team that can ramp up as needed for your client onboarding initiatives while allowing you the flexibility of also winding the team down as appropriate. For more information on asset management services or to speak with one of our experts, contact digital@clarendonptrs.com