DISRUPTING A BROKEN SYSTEM

For years completing fund onboardings relied on scattered faxes, unorganized emails, remembering details of phone calls, and rekeying information into disparate systems.

CURRENT STATE

FUTURE STATE (WITH SAPHYRE)

Saphyre is powered by our exclusive, patented AI technology for
workflow management and metadata tagging/tracking of documents,
ATTOM (AI Tracking of Transactions and Operational Metadata)

THE EFFICIENCY OF SAPHYRE

84%

of clients have a negative view of their current onboarding experience

26%

of the average client budget is spent on client onboarding

Data from Thomson Reuters' 2017 Client Onboarding Survey
Survey participants included ~1,100 corporations (eg. Coca-Cola, Walmart) and ~1,000 financial institutions (eg. JPMorgan, BNP Paribas, BlackRock)

Leveraging a Universal Data Model for Data and Document Sharing

WE EXPEDITE

Client
Onboarding
Fund/Product
Onboarding
Custody
Account Setup
Prepping
OMS Data
Regulatory
Filings

The Saphyre platform is fully integrated with all backend systems and 3rd party solutions

LEARN MORE BY CONTACTING US AT INFO@SAPHYRE.COM