Client Onboarding Software

Client Onboarding

Start new business faster. Collate client info easier. Keep everyone updated with a single click.

Boost your margins with smarter client onboarding

How can a firm get new clients onboard and have a clear overview of its client relationships when data is stored in a fragmented way? The answer is simple – link client data and onboarding workflows together in a single, centralized customer master. Our client onboarding solution allows financial firms to do business sooner.

Talk with a Client Onboarding Pro

Integrate all of your customer and instrument data

Have you had issues interlinking your customer & entity data to your security, product, position, risk, and market data? How do you store and interact with your data once you have your onboarding workflows and processes established? GoldenSource complements CLM solutions like Fenergo and GoldTier to address these issues and much, much more in a single consolidated and integrated data store.

GoldenSource provides a searchable view of your customer data, cross referenced to LEIs and internal identifiers, enabling proper aggregation of exposures across the enterprise. This capability is invaluable to Risk Management and Operations teams who require a full view of their firm’s customers for regulations such as BCBS 239 and MiFID II, as well as perform analytics to target future markets.

Read about all the benefits of integrating your customer data here

Key Differentiators

  • Supports the creation and maintenance of a single view of customer / counterparty data sourced from multiple systems.
  • Supports the audit, control and management of all customer related information. Any links, hierarchies, and other relationships that may exist between customer or counterparty entities are fully transparent.
  • Ensures fewer touchpoints and repeat requests for information from new customers, allowing firms to do business sooner.
  • The central customer data repository to support Know Your Customer (KYC), Anti-Money Laundering (AML) and client on-boarding workflows.
  • The central counterparty data repository to support Standing Settlement Instructions (SSIs), Anti-Money Laundering (AML), multiple industry classification schemes (SIC, GICS) as well as internal and external credit ratings.
  • The full customer data lifecycle is supported, including data acquisition, data cleansing, data normalization, data validation, data enrichment, and data distribution.
  • Supports data administration, workflow, business activity monitoring, and exception management capabilities. Unique real-time golden copy and completeness functions allow a flexible delivery of the right data at the right time to the right audience.
  • Based on the single normalized GoldenSource Data Model that enables new capabilities to be added or existing ones extended without the constraints encountered with ad-hoc or application-coupled data models.
  • Integrated data on the relationships between issue and issuer, corporate hierarchies, credit ratings and business exposure is available to any operational or financial control application.
  • Built on a robust high-availability and real-time architecture which is cost-effectively scalable. Open-based and easy to integrate and maintain.
  • GoldenSource Connections make it easy to access standard content from external sources. Pre-configured Connections to leading data vendors (Dunn & Bradstreet, CounterpartyLink, and others) speed up integration, reduce project risk and reduce implementation timeframes.

Related Modules

Connections & Adaptors

Connections & Adaptors IconConnections & Adaptors is a robust, preconfigured adaptor that loads vendor data into GoldenSource’s EDM GoldenSource Security Master or Client Onboarding applications. Our Connections are ready to receive and process your vendor feeds immediately upon installation, no mapping required. Read more…

Customer Master

Customer Master IconGoldenSource Customer Master module acts as a global entity master linking customers and counterparties, along with employees, branches, contacts, addresses, accounts and products. Read more…

Entity Master

Entity Master IconThe only Master Data Management (MDM) platform to manage instrument, counterparty and issuer data on a single platform. Reduce risk and achieve competitive advantage. Read more…


The yardstick for EDM solutions…no product can rival it for breadth and depth.
Financial-I Jury Report

Integrating the GoldenSource solution within local banking environments has confirmed its powerful functionalities and considerable flexibility, even in very complex and fast changing contexts.
Giusy Mainardi, Sales and Partner Manager at Corvallis

GoldenSource understands our business requirements and can provide the high-quality reference data management platform we require to enable us to deliver accurate, timely reference data across our organisation.
Business CIO, Nordea

The GoldenSource EDM platform is a leader in its class with some of the world's most sophisticated banks successfully deploying the solution.
Oleg Baranov, Managing Partner at Neoflex

Standard Chartered Bank has chosen to partner with GoldenSource because we feel its Securities & Products solution offers the best mix of functionality, architecture and domain expertise. This enables us to offer a superior quality of service and grow our business in a very competitive marketplace.
Global Product Head, Standard Chartered Securities Services

GoldenSource provides the optimum mix of out-of–the-box capability and configurability that is flexible yet structured. It gives ASX the ability to enhance its responsiveness to the marketplace.
Timothy Hogben, Group Executive Operations, Australian Securities Exchange

What differentiates GoldenSource is that it does not simply provide a toolkit. Rather, it offers a mature set of out-of-the-box solutions aligned to common capital markets functions.
Madan Sheina, Lead Analyst, Ovum

GoldenSource offers a robust, complete and flexible data model, flexible workflow and comprehensive validation and distribution capabilities, which allow us to manage, and importantly link our reference data on one platform.
Kevin Gage, Senior Managing Director, Mizuho