Products & Regulatory:
OLIS - Where People Meet Data
News, Press Releases, Events & Interviews:
CACEIS News No. 72 - April 2023
04/25/2023 - The Asset Servicing Journal
CACEIS: Delivering on client expectations
04/24/2023 - 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
04/19/2023 - 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 that will enable it to digitise identification document collection from clients and their investors, and thus streamline and improve the security of KYC dossier administration.
CACEIS further digitises the client experience - Invoice Validation via OLIS
04/19/2023 - 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.
CACEIS News No. 70 - October 2022
10/10/2022 - The Asset Servicing Journal
Digitising the client experience: open your accounts online, securely and autonomously
09/24/2021 - 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.
Enhancements to the OLIS client portal
03/30/2021 - At the end of 2020, new features were integrated into OLIS to deliver a further improved client experience. CACEIS plans to implement upgrades to streamline process flows and raise user-friendliness over the coming months.
Data Analytics: Helping clients take advantage of their data
09/18/2020 - The global asset management industry currently accounts for some €51tn and generates vast amounts of data every single day. By putting our leading-edge technology to work on all the data at our disposal, our clients have clear insight on their business and can take advantage of new market opportunities.
