About a-team Marketing Services

A-Team Insight Blogs

Delta Capita Expands CLM Managed Services Following Acquisition of LSEG Onboarding Solution

Subscribe to our newsletter

Delta Capita, a capital markets consulting, managed services and technology provider, is planning to extend its offer of managed services in client lifecycle management (CLM) following the acquisition of LSEG’s client onboarding solution.

The LSEG solution is based on Thomson Reuters’ 2013 acquisition of GoldTier Technologies, a provider of client onboarding software. Thomson Reuters Financial and Risk business, of which GoldTier was a part, was later rebranded Refinitiv under the majority ownership of Thomson Reuters and Blackstone, and the whole acquired by LSEG in 2021.

Delta Capital will use the acquired client onboarding solution, which provides a KYC and CLM platform, in conjunction with its existing Karbon suite, which consists of KYC client lifecycle compliance services, tools and solutions. Following the mandate, the solution’s existing institutional clients in the UK, Europe, North America, Singapore, Hong Kong and Australia have migrated to Delta Capita. LSEG will remain a client of the service.

Philip Freeborn, co-head of global markets and wholesale banking services at Delta Capita, says: “There is growing demand from our clients for a full managed service offering in KYC and CLM. With our latest acquisition, Delta Capita can provide additional services, including full enterprise grade CLM technology, due diligence and client outreach services. This allows clients to simplify their businesses, achieve a price per file model and reduce compliance risk.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to automate entity data management and due diligence to ensure efficiency, accuracy and compliance

Requesting, gathering, analysing and monitoring customer, vendor and partner entity data is time consuming, and often a tedious manual process. This can slow down customer relationships and expose financial institutions to risk from inaccurate, incomplete or outdated data – but there are solutions to these problems. This webinar will consider the challenges of sourcing and...

BLOG

Strategies for Mastering Benchmark Data Management

Benchmark data is fundamental to the functioning of capital markets. Yet, despite its use over many decades, it remains costly to source, complex to manage and difficult to integrate with existing systems, leaving many firms unable to derive full value from the data. It is also perceived by many capital markets participants to be the...

EVENT

TradingTech Summit London

Now in its 13th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Entity Data Management Handbook – Fourth Edition

Welcome to the fourth edition of A-Team Group’s Entity Data Management Handbook sponsored by entity data specialist Bureau van Dijk, a Moody’s Analytics company. As entity data takes a central role in business strategies dedicated to making the customer experience markedly better, this handbook delves into the detail of everything you need to do to...