Odyssey rolls out on-boarding tool to global client base
The product was previously only available to Odyssey's US wealth management clients, and supports more streamlined data gathering processes, assembly and pre-filling of contracts, as well as automated compliance checks for name verification and anti-money laundering requirements. Document management, graphically designed workflows and business activity monitoring are also included.
Craig O'Neill, president of Odyssey's North American business, explains that Client On-boarding & Maintenance was
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