Client Lifecycle Management

What We Do For You

Capability. Efficiency. Execution.

JDX partners with its clients to bolster end-to-end capability throughout the client lifecycle. JDX has a track record of successfully supporting our clients with complex operational challenges, against a backdrop of regulatory change. JDX provides adaptive capacity and skill to manage all stages of the end-to-end client journey.

Our people have proven ‘run-the-bank’ expertise and an in-depth understanding of the full client lifecycle, encompassing best practice and technology. JDX’s flexible resourcing strategy enables our people to be deployed rapidly. JDX uses a blend of resourcing, technology and automation to successfully perform client lifecycle activities and processes. 

OUR CORE SERVICES

CLIENT DATA

  • Data remediation
  • Data analysis

CLIENT OPERATIONS

  • Client offboarding
  • Client onboarding
  • Support services

ANTI-MONEY LAUNDERING COMPLIANCE

  • Compliance support

KNOW-YOUR CUSTOMER

  • Client outreach
  • Client due diligence (standard and enhanced)

JDX was engaged by a client to remediate 21,000 high, medium and low risk files following an acquisition. Our team successfully performed client outreach, simplified and enhanced due diligence, in addition to automating processes, resulting in our client meeting it’s regulatory obligation

For more information please contact [email protected]

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JDX Highlights From ISDA’s Technology Forum in London

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IR35: The Possible Effect on Technology Resources

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JDX Technology Consultancy: Bridging the Data Skills Gap

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