Clarient Entity Hub: Designing and building a transformative consortia-based platform to simplify client data and onboarding

Clarient Entity Hub: Designing and building a transformative consortia-based platform to simplify client data and onboarding

The Digital Disruption:

An industry consortium model and platform to meet regulatory requirements while reducing risk and operational costs.

To meet new regulations and provide transparency DTCC and founding banks saw an opportunity to create efficiency and drive operational costs in the client reference data space.

The Solution:

We were selected by the leadership team as the UX partner to design and implement the platform’s new experience.

TandemSeven was also asked to help create the identity and brand for Clarient. In addition we helped provide scrum leadership, create the user experience design, and develop the front-end of the platform. The new service that included a BPO offering would transform institutional client onboarding and client lifecycle processes by simplifying data and documentation management.

The Result:

Clarient Entity Hub enables industry participants to provide a better client experience and reduce risk through the new platform and service offering.

A first step in a longer term product roadmap, the new service truly transforms a part of the industry that was prime for mutualization.

Specifically Clarient helps buy side, sell side and custody banking participants to:

  • Achieve greater standardization and transparency
  • Reduce data and KYC risks and headcount costs
  • Improve the quality and timeliness of client legal entity reference data and documentation exchanged between counterparties

Clarient Entity Hub maximizes the efficiency of the data management process, streamlining the interaction between industry participants. Banks, broker dealers, investment managers, and other corporate heads can upload and distribute data through the easy-to-use interface, allowing clients transparency and control of the process.

The Digital Disruption:

An industry consortium model and platform to meet regulatory requirements while reducing risk and operational costs.

To meet new regulations and provide transparency DTCC and founding banks saw an opportunity to create efficiency and drive operational costs in the client reference data space.

The Solution:

We were selected by the leadership team as the UX partner to design and implement the platform’s new experience.

TandemSeven was also asked to help create the identity and brand for Clarient. In addition we helped provide scrum leadership, create the user experience design, and develop the front-end of the platform. The new service that included a BPO offering would transform institutional client onboarding and client lifecycle processes by simplifying data and documentation management.

The Result:

Clarient Entity Hub enables industry participants to provide a better client experience and reduce risk through the new platform and service offering.

A first step in a longer term product roadmap, the new service truly transforms a part of the industry that was prime for mutualization.

Specifically Clarient helps buy side, sell side and custody banking participants to:

  • Achieve greater standardization and transparency
  • Reduce data and KYC risks and headcount costs
  • Improve the quality and timeliness of client legal entity reference data and documentation exchanged between counterparties

Clarient Entity Hub maximizes the efficiency of the data management process, streamlining the interaction between industry participants. Banks, broker dealers, investment managers, and other corporate heads can upload and distribute data through the easy-to-use interface, allowing clients transparency and control of the process.

Interested in taking this journey with us?

Send a message and we will work with you to understand your needs.

Cora Journey360 - Customer and User Experience Software Tools

Power Platform

Cora Journey360 - Customer and User Experience Software Tools
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2017-05-25T21:53:39+00:00