--- title: "Keeping good company: streamlining client onboarding with CDI – part 3" description: In the third report in the series, Chartis reveals how to build a robust and compelling case for Corporate Digital Identity (CDI). image: https://insights.encompasscorporation.com/hubfs/Chartis-Paper3-Cover.png --- [![Encompass Corporation | Brand Logo](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/brand/encompass-web-logo-reversed.svg "Encompass Corporation")](https://www.encompasscorporation.com/) [Contact us](https://www.encompasscorporation.com/contact/) ![Chartis-MarketingInsights-Logo](https://insights.encompasscorporation.com/hs-fs/hubfs/Chartis-MarketingInsights-Logo.png?width=160&height=39&name=Chartis-MarketingInsights-Logo.png "Chartis-MarketingInsights-Logo") ###### REPORT # **Achieve incremental efficiency gains - with 21% in year one** #### **Market insight report by Chartis and Encompass – part three of three ** --- --- This third report in a series by Chartis and Encompass, helps banks navigate the challenges of undertaking a CDI transformation and put together a robust and compelling case for change. - **Making change a reality** - **Assessing and communicating the benefits** - **Understanding the pain points and opportunities** - **Measuring the potential impact: the ROI discussions**  - **Building a business case** Complete the form to download the third report and explore how banks have the potential to achieve incremental efficiency gains starting with 21% in year one to 59% in year five from implementing CDI. --- ### Keeping good company: streamlining client onboarding with CDI In a series of three reports Chartis and Encompass examine the challenges that banks face around corporate client onboarding, how automated corporate digital identity (CDI) systems can help and strategies and best practices to implement successful, cost-effective and long-term CDI. ![Keeping good company: streamlining client onboarding with CDI](https://insights.encompasscorporation.com/hubfs/Chartis-Paper1-Thumbnail-1-1.png) [Read part one](https://insights.encompasscorporation.com/keeping-good-company-streamlining-customer-onboarding?hsLang=en) ![Keeping good company: streamlining client onboarding with CDI](https://insights.encompasscorporation.com/hubfs/Chartis-Paper2-FrontCover.png) [Read part two](https://insights.encompasscorporation.com/keeping-good-company-streamlining-client-onboarding-with-cdi-part-2?hsLang=en) ![HS-Content-FeatureWebinar-Cover](https://insights.encompasscorporation.com/hubfs/HS-Content-FeatureWebinar-Cover.png) [Sign up for the webinar](https://insights.encompasscorporation.com/keeping-good-company-webinar-early-access?hsLang=en) ### Discover corporate digital identity Explore our CDI platform’s features and use cases for creating real-time digital customer profiles. [Find out more](https://www.encompasscorporation.com/encompass-platform/) ![Encompass Corporation | Brand Logo](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/brand/full-brand-white.svg "Encompass Corporation") [Contact us](https://www.encompasscorporation.com/contact/) ##### Product features - [Encompass CDI platform](https://www.encompasscorporation.com/encompass-platform/) - [Global public data](https://www.encompasscorporation.com/encompass-platform/kyc-data-sources/) - [UBO verification](https://www.encompasscorporation.com/encompass-platform/ubo-verification/) - [CDI profiles](https://www.encompasscorporation.com/encompass-platform/cdi-profiles/) - [API](https://www.encompasscorporation.com/encompass-platform/kyc-api/) - [Dynamic audit trail](https://www.encompasscorporation.com/encompass-platform/digital-audit-trail/) - [PEP, sanctions and adverse media screening](https://www.encompasscorporation.com/encompass-platform/pep-sanctions-and-adverse-media-screening/) ##### Solutions - [KYC onboarding](https://www.encompasscorporation.com/encompass-platform/know-your-customer/) - [Corporate customer due diligence](https://www.encompasscorporation.com/encompass-platform/corporate-customer-due-diligence/) - [Perpetual KYC](https://www.encompasscorporation.com/encompass-platform/perpetual-kyc-due-diligence/) - [KYC remediation and refresh](https://www.encompasscorporation.com/encompass-platform/kyc-remediation/) ##### About Encompass - [About us](https://www.encompasscorporation.com/about-encompass/) - [Resource hub](https://www.encompasscorporation.com/resource-hub/) - [Contact](https://www.encompasscorporation.com/contact/) - [Media center](https://www.encompasscorporation.com/media-center/) - [Careers](https://encompass.pinpointhq.com/) Join us on: [![Encompass LinkedIn Profile](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/icons/social/li-full-logo-white.png "Encompass LinkedIn Profile")](https://www.linkedin.com/company/encompass-corporation) - **NORTH AMERICA** [+1 332-245-4398](tel:+1%20332-245-4398) - **EMEA** [+44 333-772-0002](tel:+44%20333-772-0002) - **APAC** [+61 300-362-667](tel:+61%20300-362-667) - ![](https://www.encompasscorporation.com/wp-content/uploads/2023/07/ISO_Accreditation-white.png "ISO_Accreditation-white") - [![Powered by AWS Cloud Computing](https://d0.awsstatic.com/logos/powered-by-aws-white.png)](https://aws.amazon.com/what-is-cloud-computing) --- © Encompass Corporation 2024. 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