--- title: "Keeping good company: streamlining customer onboarding with CDI" description: The first report in the series by Chartis and Encompass, focuses on banks' corporate customer onboarding challenges and solutions. image: https://insights.encompasscorporation.com/hubfs/Chartis-Paper1-Thumbnail-1.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=38&name=Chartis-MarketingInsights-Logo.png "Chartis-MarketingInsights-Logo") ###### REPORT # Keeping good company: streamlining client onboarding with CDI #### Market insight report by Chartis and Encompass – part one of three   Explore the first report in a series by Chartis and Encompass, focusing on banks' client onboarding challenges and solutions. Part one explores the pain points for onboarding corporate clients: - The scale of the problem - Dealing with bottlenecks - Duplication of data and processes Part two will explore how banks can bridge these gaps and achieve streamlined onboarding through the implementation of Corporate Digital Identity (CDI); with part three building a business case offering strategies for successful CDI implementation. [**Download the first report**](https://insights.encompasscorporation.com/hubfs/Content/Whitepapers,%20Ebooks/Keeping%20good%20company_streamlining%20client%20onboarding%20with%20CDI_Part%201.pdf?hsLang=en) for comprehensive insights. [Read the full report](https://insights.encompasscorporation.com/hubfs/Content/Whitepapers,%20Ebooks/Keeping%20good%20company_streamlining%20client%20onboarding%20with%20CDI_Part%201.pdf?hsLang=en) ![Chartis-Paper1-Thumbnail-1](https://insights.encompasscorporation.com/hubfs/Chartis-Paper1-Thumbnail-1.png) ![ChartisP2-Paper1-Thumbnail-1](https://insights.encompasscorporation.com/hubfs/ChartisP2-Paper1-Thumbnail-1.png) ![ChartisP3-Paper1-Thumbnail-1](https://insights.encompasscorporation.com/hubfs/ChartisP3-Paper1-Thumbnail-1.png) ### 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. ![Chartis Paper 1 ](https://insights.encompasscorporation.com/hubfs/Chartis-Paper1-Thumbnail.png) [Read part one](https://insights.encompasscorporation.com/keeping-good-company-streamlining-customer-onboarding) ![Keeping good company webinar: 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) ![Keeping good company webinar: streamlining client onboarding with CDI ](https://insights.encompasscorporation.com/hubfs/Chartis-Paper3-Cover.png) [Read part three](https://insights.encompasscorporation.com/keeping-good-company-streamlining-client-onboarding-with-cdi-part-3?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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