The eClerx approach to client on-boarding involves creating new client accounts and amending existing details through set-up onto the client systems with relevant products. We perform a thorough entity review in light of current Legal and Compliance mandates, and we setup SSIs.
The objective of our approach is to set up and maintain accounts in client masters, depository and back office systems, based on the requests in the workflow. The activities are broadly categorized into four main types as follows:
- New Account Setups
- Product Line Extension
- Account Closures