q A BCG Company Home Products Client On-Boarding & KYC Client On-Boarding & KYC The benchmark measures the performance of the Client Lifecycle Management (CLM) functions in a business context along three dimensions – intensity analysis, operational excellence and sourcing strategy. Who is it for? Heads of Strategy, Client Lifecycle Management, Onboarding Frequency Annual report Scope Competitive positioning analysis against a research group of Investment Banks Why do it? The program provides the ability to understand the cost of firms’ onboarding function, which will in turn help inform the business case to outsource parts of the client management lifecycle, as industry utilities emerge. What you get Analysis to compute a total cost of onboarding, with a split across a number of dimensions, such as request type and function. Additionally, the benchmark provides a computation of cost per request and a quantification of spend on 3rd party data providers Human resourcing strategy looking at full time equivalent (FTE) distribution by location, contract type (staff/contractor/outsourced) and average cost per resource by function Quantification of time to on-board new clients Qualitative insights around best practices for operating model, off-boarding and client risk categorization Access to the annual roundtable discussing industry trends with peers and an opportunity to discuss common challenges and share lessons learnt Product preview Spend Request Resourcing Client commitment Firms are required to fill out data template providing quantitative data based on their MIS systems or estimates where exact data extract in unavailable. Further, Expand will follow-up with 1-2 hour of interviews to collect qualitative information and clarify data in template. Next Steps To find out more, please use the form below. Alternatively, contact your local office using the below phone numbers. Worldwide Tel: +44 (0)20 7337 2100 USA Tel: +1 (212) 913 9270 Singapore Tel: +65 6823 1460 I agree to the processing of my information as explained in the Privacy Policy I agree to the Terms of Use * Mandatory Fields Products Business Corporate Functions Operations Technology FinTech Control Tower Working Groups & Forums External Fees Divisional Focus Groupwide Investment Banking Wealth & Asset Management Corporate & Transaction Banking Expand About Us Careers Contact Us Privacy Policy Terms Of Use Secure Upload Copyright © 2021 Expand Research LLP LinkedIn