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.
Kevin McNulty
Head of RegTech Solutions
+44 (0) 203 023 8394
Iain Mackay
Product Owner, RegTech Solutions
+44 207 426 4402
Emily Hollyoake
Director, CRM
+44 (207) 426-4418