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CACEIS is developing a digital service designed to enable clients to manage their own account opening process. The service will soon be available through our OLIS platform and will increase efficiency, responsiveness and independence for our clients.

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A new dashboard on the OLIS client portal will soon provide an overview of corporate actions affecting securities held in the portfolio, and allow for quick and efficient online responses.

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Several CACEIS entities are currently using electronic signatures for their contracts which will be gradually rolled out across the entire Group.

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KYC (Know Your Customer) has become a key topic for financial institutions in light of ongoing efforts to strengthen the regulatory framework. CACEIS has committed itself to digitising the process of collecting identification documents from its clients and their investors, with a view to making the user experience seamless and secure.

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CACEIS

Antonio Torre-Marín Ruiz-Alba, Depositary Analyst at CACEIS, participates in Insights Depositaría to discuss in detail what is...

CACEIS

As a leading European asset servicing group, CACEIS is fully committed to digital transformation. By implementing Cardabel's...

CACEIS

Pat Sharman, Country Managing Director, UK, talks about CACEIS’s growth focus in the UK across the asset management and pension...

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