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Counterparty Manager: Onboarding Accelerator

Designed to revolutionize

New account onboarding is one of the most pressing challenges for the Financial Services industry. A lack of industry standardization, transparency and controls, manual communication and changing requirements across institutions leads to 40+ days to onboard a new account and deploy capital.  

Counterparty Manager: Onboarding Accelerator is an automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers. Built within the Counterparty Manager platform, it integrates entity data, document collection, KYC and Tax profile validation, regulatory protocols and self-declarations, legal and credit agreements and operational set up into a seamless solution.

Download the Onboarding Accelerator factsheet.
Download the Onboarding Accelerator for Custodians factsheet
Download Infographic - Why is client onboarding so challenging?

Access Onboarding Accelerator
The Future of Client Onboarding New approaches for client lifecycle management
Download Whitepaper
Automate and digitize your custody bank account opening

Watch our onboarding videos

Onboarding Accelerator is built on the Counterparty Manager community

Revolutionize your onboarding

  • Deploy Capital Faster

    Deploy Capital Faster through reduced onboarding times (as quickly as one day!)

  • Improved client experience

    Improved client experience with guided steps and requirements

  • Decrease costs

    Decrease Cost of doing business

  • Minimize operational risk

    Minimize operational risk

  • Provide transparency

    Data driven analysis to identify root causes of onboarding delays

  • Standardize and automate

    Standardize and automate processes across client types and regions

  • Controls and audit trails

    Provide transparency and systematic controls and audit trails

  • Reduce manual communication

    Reduction in manual time-consuming communication

  • Ecofriendly

    Eco-friendly by reducing printed documents

Thought leadership and whitepapers

Experts

Darren Thomas

Mr. Thomas leads the IHS Markit platform business, which includes Counterparty Manager, KYC, Tax Solutions, and Know Your Third Party (KY3P). In keeping with our vision of driving efficient solutions and services for customer regulatory compliance, he leads our journey towards a next generation platform. Mr. Thomas has launched several new products and innovations over the past few years, including Outreach360 for client and regulatory outreach, Tax form validation utility, KYC services, Onboarding Accelerator, and Legal document digitization and automation. He has over 20 years of experience in driving technology change and helping firms efficiently adapt to global regulations. Prior to IHS Markit, Mr. Thomas worked at both Barclays and UBS where he ran Futures, OTC clearing, led regulatory change programs, and ran business functions across Operations and Technology. He began his career as a management consultant at PwC focusing on Manufacturing & Pharmaceuticals. He has been active in industry organizations and previously co-headed the ISDA Credit Derivatives Implementation Working Group during the financial crisis. Mr. Thomas holds a bachelor's degree in Mechanical and Aeronautical Engineering from Cornell University and received his MBA from the University of Georgia, both United States.

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Brittany Garland

Ms. Garland serves as the head of client engagement for Counterparty Manager. She is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, IHS Markit's platform for managing regulatory data and share entity information. She has a broad range of expertise across KYC, credit risk, regulatory compliance, client reference data, and workflow management. Previously, she spent seven years within the operations division at Barclays, most recently managing the Americas client Onboarding team. Ms. Garland holds a bachelor's degree in economics from Colgate University, United States.

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Events

IHS Markit Webinar 17 November 2021

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IHS Markit Webinar 26 October 2021

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