AllianceBernstein Tames the Onboarding Beast

gerardo-talamo
Gerardo Talamo, vice president and counsel for derivatives legal, AllianceBernstein

It’s funny how a seemingly simple task, looked upon in its singularity, can become a nightmare when multiplied. Take, for example, the relatively mundane process of onboarding a new client. Asset manager AllianceBernstein has more than 1,000 accounts, each of which is spread across anywhere from a handful to more than 20 broker-dealers. Every new account was brought on in a manually intensive way that relied heavily on the use of email, says Gerardo Talamo, vice president and counsel for

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