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?
Download - Onboarding Accelerator for Securities Finance Factsheet

Onboarding Accelerator: Designed to revolutionize

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DTCC and S&P Global Market Intelligence Partner to Accelerate T+1 Readiness

Interview conducted by Valentino Wotton, General Manager of Institutional Trade Processing, DTCC, with Oliver Maxwell, Executive Director, S&P Global Market Intelligence, and Janet Coughlan, Director Alert Product Management, DTCC. The interview focuses on the purpose of the partnership between DTCC and Onboarding Accelerator by S&P Global Market Intelligence, the industry's readiness for T+1, and the anticipated benefits for clients resulting from this collaboration.

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S&P Global Market Intelligence to Collaborate with DTCC on T+1 Offering

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Onboarding Accelerator is built on the Counterparty Manager community

12,000+

Customers

50,000+

Active Users

2,00,000+

Legal Entities

Revolutionize your onboarding

Deploy capital faster

Improve client experience

Decrease cost

Minimize operational risk

Provide transparency

Standardize and automate

Controls and audit trails

Reduce manual communication

Ecofriendly

Thought leadership and whitepapers

S&P Global and SIFMA Asset Management: The future of client onboarding

7 must-ask questions to improve buy-side onboarding

Follow Financial Services Research and Analysis

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Blog Dec 05, 2022

No more bottleneck: KYC now integrated into Onboarding Accelerator

Equities Commentary Oct 03, 2024

Securities Finance Q3 and September Snapshot 2024

Equities Commentary Sep 26, 2024

Repo and securities lending data consolidation opens new doors for funding and financing optimization

Blog Sep 20, 2024

PostTrade 360 2024 Panel Recap: Balancing scale with innovation, insights from the leading Nordic custodians

Experts

Brittany Garland

Brittany 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, S&P Global'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.Brittany holds a bachelor's degree in economics from Colgate University, United States.

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Oliver Maxwell

In his role, Oliver is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, the industry standard solution for counterparties to manage regulatory data, documentation and share entity information. He is also responsible for leading EMEA Managed Services efforts. Since joining the firm, he has created a successful delivery model across some of IHS Markit's key clients.He began his career at Fidelity Investments, where he worked his way up to managing the investor client services team. This initial segment of his career gave him a passion for financial markets which lead him into trading the futures market at Trading OSTC. After a successful time as a trader, Oliver then worked for a number of buyside and sellside firms, including J.P. Morgan and Barclays where he predominately managed large global operation teams focused on outreach, onboarding, KYC, regulatory adherence and technology process improvement before moving to S&P Global.

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Michelle Ruggiero

Michelle serves as the Americas head of onboarding services. She is responsible for driving automation and efficiency for asset managers, hedge funds, corporations, broker dealers, custodians, and fund administrators to meet their onboarding and regulatory requirements through the Counterparty Manager suite of solutions.She has a broad range of expertise across onboarding, KYC, credit risk, tax, global regulatory compliance, workflow, and project management. Previously, she spent five years within the operations division at Barclays on the client Onboarding team.Michelle holds a bachelor's degree in finance and economics from Colgate University, United States.

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Counterparty Manager: Onboarding Accelerator

Designed to revolutionize

DTCC and S&P Global Market Intelligence Partner to Accelerate T+1 Readiness

S&P Global Market Intelligence to Collaborate with DTCC on T+1 Offering

Onboarding Accelerator is built on the Counterparty Manager community

12,000+

Customers

50,000+

Active Users

2,00,000+

Legal Entities

Revolutionize your onboarding

Deploy capital faster

Improve client experience

Decrease cost

Minimize operational risk

Provide transparency

Standardize and automate

Controls and audit trails

Reduce manual communication

Ecofriendly

Thought leadership and whitepapers

Experts

Brittany Garland

Oliver Maxwell

Michelle Ruggiero

Related products

Explore

RELATED INDUSTRIES & TOPICS