Client Lifecycle & Regulatory Solutions for Buy Sides | S&P Global

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Overview
Capabilities
Solutions
Case Studies
Featured Content
Events & Webinars
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Streamline onboarding, facilitate fund formation workflows and enhance investor, client and counterparty transparency for onboarding, KYC, contract negotiations and regulatory compliance.

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Capabilities that deliver

Operational efficiency

Dramatically reduce the time it takes to launch funds and products and onboard clients and counterparties. Tailored solutions that integrate world-leading client reference data.

Enhanced user experience

Transform the experience for all participants, including clients, counterparties, third-party administrators and internal teams. A configurable, portal-based solution brings efficiency, transparency and accountability to every stage in the lifecycle.

Improved compliance

Automate the outreach, collection, validation and mapping of certificates so you can complete due diligence sooner and clear your pre-trade pathway.

Cross-functional coordination

Dynamic, configurable workflows support any process for any operational team and ensure that cross-functional teams share the same source data and have full visibility into project timelines, status and responsibilities.

Full interoperability

This fully interoperable suite of point solutions can be configured to solve specific challenges or deployed collectively to transform the entire client lifecycle from end to end.

Global community

Connect to a global community of buy-side peers and counterparties who face similar operational challenges and actively share industry insights and best practices.

"Flexible, interoperable software and services digitalize your existing compliance and onboarding frameworks to minimize disruption, maximize adoption and help you achieve ROI sooner."

authors image

Oliver Maxwell

Head of Global Regulatory & Document Solutions

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Want to learn more about Client Lifecycle and Regulatory Solutions for Buy Sides? Complete this short form to speak with one of our specialists.

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Our Solutions

Client lifecycle management Solutions

CLM Pro

Explore our specialist Client Lifecycle  and Regulatory Software & Services

Client lifecycle management Solutions

KYC Technology

Automate, validate, and integrate all your required KYC data, avoiding any disruption to business operations.

Client lifecycle management Solutions

Investor Onboarding

Automating the collection of subscription, KYC, tax documents, and more digitally for onboarding efficiency, real-time compliance checks, and enhanced investor experience.

Global Regulatory Solutions

ISDA Amend

Manage the complexity of multi-jurisdictional regulations with a solution that enables you to digitize, negotiate, and amend collateral agreements online.

Scalable Capacity,
Solved.

Strengthen & Scale
Enhance a specific area of your organization – or your entire operation – to scale, seize opportunity and accelerate growth.

Case Studies

KYC through Managed Services

Find out why a leading German institution chose to manage international KYC through S&P Global Managed Services.

European inter-dealer broker

Discover the process, the pain points, the solution and end results of working in partnership with a leading European inter-dealer broker.

Featured Content

Brittany Garland, Head of Regulatory and Compliance

What is the biggest challenge customers face around CLM and how are we solving for this?

Re-envisioning Client Lifecycle Management

What does the future of client lifecycle management hold? Read the whitepaper to find out.

ON-DEMAND WEBINAR

Unlock the Power of Your Legal Data with ISDA Create, Powered by CreateiQ

Find out how firms are unlocking the power in their legal data by adopting new processes and technologies in this on-demand webinar.

A New Era for Customer Lifecycle Management

The buy side needs to reduce the cost of customer lifecycle management and increase profitability and scalability.

Demystifying Managed Services

Explore the trends driving service adoption, the range of service models and factors to consider when selecting a solution.

Client Lifecycle Management

CLM Pro delivers the infrastructure and workflow innovation, from onboarding through maintenance to offboarding.

Vendor Analysis Report

Chartis RiskTech Quadrant Vendor Analysis Report – CLM Solutions for Corporate and Investment Banking 2024...

Getting an Edge with Services

Driving optimization by embracing technological innovation

Upcoming Events & Webinars

Join us at these flagship industry events or sign up for one of our thought leadership webinars to connect with our experts and gain valuable insights.

Transform your Tomorrow

Interact London 2025

Join us on 7 May for Interact, our flagship software and solutions conference for public and private markets, in London

The Path to a Sustainable Future

ISDA AGM

Join us in Amsterdam at the 39th ISDA Annual General Meeting.

Path to Net Zero

InvestOps Connect

Join us in London at the InvestOps Connect to meet with COOs and Heads of Investment Operations.

CLIENT LIFECYCLE & REGULATORY SOLUTIONS

Client Lifecycle
& Regulatory Solutions

Explore our specialist Client Lifecycle and Regulatory Software & Services

Request Follow Up

Want to learn more about Client Lifecycle & Regulatory Solutions for Buy Sides? Complete this short form to speak with one of our specialists.

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