- 1.0 The Sellside Client Onboarding & KYC Solutions Business and Functionality Landscape
- 1.1 The Business Perspective
- 1.2 The Functionality Perspective
- 2.0 Assessing the Surveyed Sellside Client Onboarding & KYC Solutions
- 2.1 Solutions Assessment Methodology
- 2.2 Analysis of GreySpark Partners Survey Findings
- 3.0 Vendor Sheets: Sellside Client Onboarding & KYC Solutions
- 3.1 Fenergo Client Lifecycle Management
- 3.2 IHS Markit Counterparty Manager: Onboarding Accelerator & KYC Services
- 3.3 iMETA CLM
- 4.0 Appendices
- 4.1 Glossary of Terms
- 4.2 Table of Figures
Quantifying Vendor Responses to Evolving Investment Bank Business & Trading Models
This report reviews the functional capabilities of three sellside client onboarding and KYC solutions vendor offerings. Since 2015, there has been an identifiable shift from a business perspective in the profile of the leading technology vendors in the client onboarding and KYC solutions space away from wide-ranging providers of CIB data management operational support technology designed to interface with existing in-house built front-, middle- and back-office business and trading systems.