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Getting It Right: The Future of Client Onboarding in Financial Services

A demand side view of corporate behaviour, experience, and global best practices

Areas covered include:

  • Who’s Best at it?
  • Pain Points and Current Process
  • Onboarding Across Borders
  • The Role of Technology and Open Banking
  • Doing Better While Staying Compliant

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At East & Partners we work together as one firm to serve our clients wherever they need us.

Our collective knowledge and experience across global  markets helps us guide clients on the intricacies of each region while enabling cohesion across their global footprint. Apples with apples and pears with pears in complex and demanding financial services markets
globally.

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