Regulatory and internal control initiatives are increasing demands on financial services firms to align to a consistent view of client across the organisation
Towards a single view of client
The highly fragmented nature of many financial services firms has often created multiple versions of the client record across the organisation. Determining a single view of client requires the ability to establish linkages between disparate versions of the client record.
Using data analytics to align client records
Using advanced data analytics techniques, we have supported a number of financial services clients aligning their internal view of client.
In addition, we have supported a number of regulatory programmes where regulators have required financial services firms to identify which of their clients appear on specific external lists.
The alignment to a single view of client across the organisation offers huge competitive benefits and acts as a cornerstone to enhancing client centricity.