CURRENT EXPERIENCE

SAPHYRE EXPERIENCE

Leveraging a Universal Data Model for Data and Document Sharing

WE EXPEDITE

Client
Onboarding
Fund/Product
Onboarding
Custody
Account Setup
Prepping
OMS Data
Regulatory
Filings

The Saphyre platform is fully integrated with all backend systems and 3rd party solutions

LEARN MORE BY CONTACTING US AT INFO@SAPHYRE.COM

MARKET OPPORTUNITY

84%

of clients have a negative view of their current onboarding experience

26%

of the average client budget is spent on client onboarding

Data from Thomson Reuters' 2017 Client Onboarding Survey
Survey participants included ~1,100 corporations (eg. Coca-Cola, Walmart) and ~1,000 financial institutions (eg. JPMorgan, BNP Paribas, BlackRock)

CURRENT EXPERIENCE

Re-Sharing Documents

Data & Documents are being re-shared multiple times between multiple counterparties

Searching for Data & Docs

Multiple counterparties spend hours/days searching for data & documents previously provided

Re-Entry of Data

Data is re-entered for EACH onboarding which includes : Client, Custodian, Third Party Administrator, Asset Manager and Broker

Limited Transparency

There's very limited transparency today in the onboarding experience (Email, Phone and Fax)

SAPHYRE EXPERIENCE

One-Time Sharing

Data & Documents are shared only one time between multiple counterparties

Auto-Prompted w/ Data & Docs

Data & Documents are automatically provided per transaction by Legal Entity, Fund and Investor

One-Time Data Entry

Data is entered one time for ALL onboardings which includes: Client, Custodian, Third Party Administrator, Asset Manager and Broker

100% Transparency

Transparency on all onboardings with milestones, metrics and reporting