Data & Organization

The efficiency, profitability and sustainability of financial intermediaries are driven by:

The collection, the treatment, the archiving, the security and the availability of client data and documentation (including data protection regulations);

Their internal organization, in terms of decision making and risk control processes.

Despite the high level of professionalism and specialization required to apprehend and manage properly these aspects, companies often consider them as subsidiary or as an additional cost and do not give them the necessary attention and investment they deserve.

Through one of its partner companies , LEXIANCE can offer its clients to audit their functional data and documentary organization and processes, and proposes optimizing solutions in order to make their business:

More efficient, allowing their focus to be on servicing its clients;

Safer, with a high degree of protection against loss of data;

Fully aligned with the legal requirements on data and documents, including the collection of all data and documents required by law;

Compliant with the capability to provide reliable data and documentation to the clients, auditors, regulators and administrative or judicial authorities;

More profitable, with a limited back office staff, a better control of risks and a limitation of related losses;

More enhancement with regards to the business value in case of merger or acquisition due to easily auditable data and client portfolio quality.