Counterparty Manager: Onboarding Accelerator

Designed to revolutionize

New account onboarding is one of the most pressing challenges for the Financial Services industry. A lack of industry standardization, transparency and controls, manual communication and changing requirements across institutions leads to 40+ days to onboard a new account and deploy capital.

Counterparty Manager: Onboarding Accelerator is an automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers. Built within the Counterparty Manager platform, it integrates entity data, document collection, KYC and Tax profile validation, regulatory protocols and self-declarations, legal and credit agreements and operational set up into a seamless solution.

Download the Onboarding Accelerator factsheet.
Download the Onboarding Accelerator for Custodians factsheet
Download Infographic - Why is client onboarding so challenging?
Download - Onboarding Accelerator for Securities Finance Factsheet

Onboarding Accelerator: Designed to revolutionize

BOOK A MEETING

DTCC and S&P Global Market Intelligence Partner to Accelerate T+1 Readiness

Interview conducted by Valentino Wotton, General Manager of Institutional Trade Processing, DTCC, with Oliver Maxwell, Executive Director, S&P Global Market Intelligence, and Janet Coughlan, Director Alert Product Management, DTCC. The interview focuses on the purpose of the partnership between DTCC and Onboarding Accelerator by S&P Global Market Intelligence, the industry's readiness for T+1, and the anticipated benefits for clients resulting from this collaboration.

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S&P Global Market Intelligence to Collaborate with DTCC on T+1 Offering

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Onboarding Accelerator is built on the Counterparty Manager community

12,000+

Customers

50,000+

Active Users

2,00,000+

Legal Entities

Revolutionize your onboarding

Deploy capital faster

Improve client experience

Decrease cost

Minimize operational risk

Provide transparency

Standardize and automate

Controls and audit trails

Reduce manual communication

Ecofriendly

Thought leadership and whitepapers

S&P Global and SIFMA Asset Management: The future of client onboarding

7 must-ask questions to improve buy-side onboarding

Follow Financial Services Research and Analysis

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Blog Dec 05, 2022

No more bottleneck: KYC now integrated into Onboarding Accelerator

Equities Commentary Yesterday

Yielding Returns: How Rising JGB Yields Are Shaping Borrowing Trends.

Equities Commentary May 16, 2025

The long / short report May 2025

Equities Commentary May 06, 2025

Securities Finance April 2025

Experts

Brittany Garland

Brittany serves as the head of client engagement for Counterparty Manager. She is responsible for driving automation and efficiency for clients to meet onboarding and regulatory requirements through Counterparty Manager, S&P Global's platform for managing regulatory data and share entity information. She has a broad range of expertise across KYC, credit risk, regulatory compliance, client reference data, and workflow management. Previously, she spent seven years within the operations division at Barclays, most recently managing the Americas client Onboarding team.Brittany holds a bachelor's degree in economics from Colgate University, United States.

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Michelle Ruggiero

Michelle serves as the Americas head of onboarding services. She is responsible for driving automation and efficiency for asset managers, hedge funds, corporations, broker dealers, custodians, and fund administrators to meet their onboarding and regulatory requirements through the Counterparty Manager suite of solutions.She has a broad range of expertise across onboarding, KYC, credit risk, tax, global regulatory compliance, workflow, and project management. Previously, she spent five years within the operations division at Barclays on the client Onboarding team.Michelle holds a bachelor's degree in finance and economics from Colgate University, United States.

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Counterparty Manager: Onboarding Accelerator

Designed to revolutionize

DTCC and S&P Global Market Intelligence Partner to Accelerate T+1 Readiness

S&P Global Market Intelligence to Collaborate with DTCC on T+1 Offering

Onboarding Accelerator is built on the Counterparty Manager community

12,000+

Customers

50,000+

Active Users

2,00,000+

Legal Entities

Revolutionize your onboarding

Deploy capital faster

Improve client experience

Decrease cost

Minimize operational risk

Provide transparency

Standardize and automate

Controls and audit trails

Reduce manual communication

Ecofriendly

Thought leadership and whitepapers

Experts

Brittany Garland

Michelle Ruggiero

Related products

Explore

RELATED INDUSTRIES & TOPICS