Advancing OLIS’s digital transformation for an improved client experience
CACEIS is constantly working to enhance the OLIS client portal. The way users interact with it is changing rapidly and we are pushing ahead with key feature upgrades so the experience is more streamlined and intuitive, giving users greater independen...
OLIS, a fast-evolving client portal
CACEIS is upgrading the OLIS client portal to better meet client needs. The changes involve new services, self-care features and enhancements which are scheduled to go live by the end of this year.
New application makes it easier to onboard new funds
Every year, CACEIS creates around 2,000 funds for clients, and to boost the speed and efficiency, CACEIS is further automating the fund onboarding process.
CACEIS: Delivering on client expectations
CACEIS is fully positioned to support its clients in a rapidly changing investment industry. More than 400 business development staff at the Group's 13 entities are dedicated to meeting the needs of their clients – both locally and internationally.
CACEIS’ KYC360 platform digitises the client and investor identification process
As the general regulatory framework is strengthening, Know Your Customer (KYC) aspects have become a major issue for financial institutions. In order to ensure compliance and minimise client irritation, CACEIS is finalising the launch of a platform t...
CACEIS further digitises the client experience - Invoice Validation via OLIS
OLIS is the central access point for monitoring all information and reporting on the services provided by CACEIS. CACEIS teams are constantly working to improve the user experience and a new invoice management feature will be available soon.
