EquiLend Onboard+
FASTER AND MORE SECURE COUNTERPARTY ONBOARDING USING ALD INDUSTRY PROTOCOLS
The onboarding of beneficial owners in securities lending programs is a significant challenge faced across the industry, which has traditionally been a manual and onerous process. EquiLend Onboard+ brings unparalleled efficiency to the market by leveraging an AI-driven platform to expedite the entire onboarding process through increased automation while substantially reducing costs and unlocking large volumes of liquidity.
- Simplified connectivity and access by leveraging existing industry-standard ALD file protocols
- Tailored workflow designed specifically for the securities lending market
- Secure central repository, offering scalability and optimized data privacy of sensitive onboarding documents
- Cross-function support for multiple teams to access and resolve tasks simultaneously
For Agent Lenders
For Borrowers
- Streamlines the provision of beneficial owner information required by borrowers
- Provides a secure channel for the exchange of sensitive information
- Dramatically speeds up the time to market for new beneficial owners
- Monitors the progress of onboarding by borrowers
- Provides secure access to beneficial owner information required for onboarding
- Access to a configurable dashboard providing anonymized portfolio analysis and tailored search functionality
- Matching of borrowing needs to new supply
- Prioritize new beneficial owners for onboarding at the click of a button
Leveraging EquiLend’s Ecosystem
• Analytics powered by EquiLend’s Data & Analytics tools
• Distribution of SSIs and collateral information
• Bilateral relationship setup for NGT
• Setup for RegTech solutions: SFTR, SEC 10c-1a
• Reduced costs for EquiLend ALD solution users
EquiLend Onboard+ will reduce the cost of onboarding, accelerate onboarding times, and result in higher volumes of beneficial owner enablement while providing critical information for RWA exposure management in the near future.
