Client Life Cycle Management Vendor Review: All on Board in Capital Markets?

Vendors recognize the importance of supporting the full life cycle of a capital markets client from onboarding to offboarding.

London, 27 August 2019 – Capital markets firms have a multitude of tasks to conduct related to the maintenance of a client account—the effort doesn’t stop once a client has signed on the dotted line. The management of so much client information and the support of the entire process entails many moving parts from the vendor perspective, and most solutions struggle to support all of these tasks comprehensively. The vendors that service the capital markets therefore take different approaches to supporting these tasks.

Leveraging the Aite Impact Matrix, a proprietary Aite Group vendor assessment framework, this Impact Report evaluates the overall competitive position of seven vendors, focusing on vendor stability, client strength, product features, and client services. Appian, Fenergo, GoldenSource, IHS Markit, iMeta, Nice Actimize, and Pega participated in this report’s Aite Impact Matrix framework, and the report also profiles Arachnys.

This 81-page Impact Report contains 38 figures and 12 tables. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Accenture, Appian, Appway, Arachnys, Capgemini, Cognizant, Danske Bank, Deloitte, DNB Bank, DXC Technology, EY, Fenergo, GoldenSource, HCL Technologies, IBM, IHS Markit, iMeta, Infosys, Intellect Design, JDX, KPMG, Luxoft, Lysis, Microsoft, NeoXam, Nice Actimize, Nordea, Oracle, Pega, PricewaterhouseCoopers, Quantexa, SEB, Saphyre, Svenska Handelsbanken, Swedbank, SWIFT, TCS, and Wipro.

Related Content

Get Summary Report

"*" indicates required fields

This field is for validation purposes and should be left unchanged.