Case Study: Large Financial Consulting Firm achieves faster, compliant client onboarding with Singular Systems' Risk & Compliance Check Engine

Large Financial Consulting Firm - Customer Case Study

Singular, a Microsoft Dynamics CRM Certified Gold partner, helped a large financial consulting firm that struggled with slow client on-boarding and fragmented, legally required risk, independence, legal and conflict checks. The client lacked a centralised data source and integrated systems, creating manual, spreadsheet-driven controls and delays that impeded business growth and compliance.

Singular implemented Microsoft Dynamics CRM to consolidate client and contact data, automate business rules and processes, and build end-to-end client on-boarding, conflict and relationship checks, dashboards, reports and an Opportunity-to-Engagement workflow. The result was standardized, firm-wide processes, reduced redundancy and manual effort, improved visibility across service lines, and faster, more compliant client on-boarding.