Client Management Software (Securities)

Celent digital services

Profile software used to manage clients processes across a client's entire relationship with a financial institution. Compare functions and tools such as onboarding, servicing, offboarding, data management, KYC and AML compliance (watchlist screening, transaction monitoring, identity resolution, customer profile development), account opening, workflow, and analytics/BI.

WHAT ARE CLIENT MANAGEMENT SYSTEMS?

Client management systems are used to manage clients processes across a client's entire relationship with a financial institution. They include functions and features such as onboarding, servicing, offboarding, data management, KYC and AML compliance (watchlist screening, transaction monitoring, identity resolution, customer profile development), account opening, workflow, and analytics/BI.

CELENT CAN HELP YOU FIND AND EVALUATE CLIENT MANAGEMENT SYSTEMS VENDORS

Celent Digital Services is a web-based vendor research platform, transforming vendor sourcing and due diligence. Our unique, collaborative approach to vendor research, where vendors respond centrally to surveys and share this information on a multi-lateral basis, creates a hub of vendor due diligence data supporting the most comprehensive vendor research facility available to the financial community. Celent Digital Services provides real-time research with data updated at the point of use, greater accuracy and depth of information, improved usability with tools to analyse the data and because its online, easier access anytime of the day. Our multi-lateral approach to data sharing means it’s more efficient for vendors and financial institutions to request and share vendor due diligence and evaluation information.