Client Lifecycle & Regulatory Solutions for Investment Banks | S&P Global

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Overview
Capabilities
Solutions
Case Studies
Featured Content
Events & Webinars
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OVERVIEW

Automate and accelerate the key operations that enable your clients to trade, including fund and corporate onboarding, document negotiation,  client due diligence and KYC.

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Capabilities that deliver

Faster Time to Market

Reduce onboarding time by automating processes across multiple jurisdictions, frameworks and client types.

Enhanced Efficiency

Automate the workflow, support straight-through-processing and standardize information across multiple teams to eliminate duplicative efforts.

Complete Transparency

Replace email communications with a secure portal that guides your client to complete document requirements.

Centralized Data

Validate the information and documentation collected during the client lifecycle to enhance visibility.

Community Insights

Participate in forums where leading investment banks and other market participants share best practices.

Instant Interoperability  

Integrate with the full range of S&P Global Enterprise Solutions and connect seamlessly to external vendor platforms.

“Whether you are a robust, high-volume operation or a small niche provider with a fast-growing client base, we offer a suite of interoperable platforms, data and services that can be configured and scaled to align with your processes, solve your challenges and achieve your operational goals.”

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Marissa Tota

Product Management Director

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Want to learn more about Client Lifecycle and Regulatory Solutions for Investment Banks?

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Our Solutions

Client lifecycle management Solutions

CLM Pro

Rapidly implement our highly configurable solution that delivers cross-organizational clarity, compliance and operational ease and efficiency.

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.

CLIENT LIFECYCLE MANAGEMENT SOLUTIONS

Outreach 360

Engage with your counterparties and exchange information to support regulatory requirements on a centralized platform.

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

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

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