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

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact [email protected] to find out more.

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: