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Client Lifecycle
Management

Revolutionise client onboarding through CLM platforms, leveraging Andile’s expertise in optimising Target Operating Models. Enhance regulatory compliance and operational efficiency for financial institutions, ensuring a superior digital client experience.

CLM platforms, like Fenergo, enable financial institutions to transform the end-to-end client onboarding and lifecycle management experience, future-proof regulatory compliance and enhance operational efficiency.

This allows financial institutions manage clients digitally throughout the entire client lifecycle, from KYC screening, client activity monitoring to off-boarding. Andile advises banks on adopting Target Operating Models that leverage these CLM platforms, delivering a seamless digital client experience.

With expertise in regulatory compliance, technology, and operational change, Andile designs and implements best practice target operating models that meet our clients’ business needs. We help financial institutions improve their operations, reduce costs, and provide a better experience for their clients.

 

Benefits

Improved Regulatory Compliance

CLM platforms like Fenergo help financial institutions future-proof their regulatory compliance by streamlining processes across the client lifecycle.

Operational Efficiency

By leveraging Andile’s expertise and Target Operating Models, financial institutions can optimise their operations, reduce costs, and enhance overall efficiency.

Seamless Digital Client Experience

Andile helps banks adopt CLM platforms to manage clients digitally throughout their entire lifecycle, ensuring a smooth and integrated client journey.

End-to-End Lifecycle Management

From KYC screening to client activity monitoring and off-boarding, Andile enables institutions to manage every aspect of client onboarding and lifecycle management.

Cost Reduction

Through Andile’s advisory and technology expertise, financial institutions can implement best practices that improve operations and reduce costs.

Other Advisory COE Services

Discover growth through effective risk management with Risk, Regulatory & Assurance (RRA). Our holistic approach addresses diverse risks, offering innovative solutions and a proprietary FinMio platform for automated risk management. Unlock opportunities, ensure seamless operations, and drive sustainable growth with RRA.

Our years of experience within the Financial and Capital Markets industry, combines first principle theoretical knowledge and practical system execution to give holistic real-world training to our clients. This specialist Advisory Centre of Excellence service enables clients to maximise the potential of their systems, people, processes and platforms.

Andile’s continuously invests to ensure that we develop, and implement, world class standard project delivery practices to ensure quality and speed of delivery for our clients.