Modernising client onboarding at a British private bank

Customer success story Modernising client onboarding at a British private bank Subscribe to our guides Background A British private bank built its reputation by serving high-net-worth clients over generations. Relationship managers gained deep insights into clients’ lives to offer a truly personalised service. However, while established clients enjoyed a premium experience, the onboarding process for…

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Florida State University: Building meaningful relationships with prospects

Customer success story Forming deep connections that convert prospects into loyal donors Subscribe to our guides The challenge Florida State University (FSU) relies on donations to fund its internships, international studies, the University Honors Program, and faculty development. These contributions help the University expand its programmes beyond what state funding can support. When development officers…

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Fortune 500 corporation: Clearing low-risk suppliers in minutes

Customer success story How a Global Fortune 500 corporation clears low-risk suppliers in minutes. Subscribe to our guides Background A Fortune 500 multinational’s slow supplier onboarding process inhibited its ability to meet revenue targets. Each year, thousands of suppliers pass through the system. But it took weeks and months to clear them, which frustrated stakeholders…

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YMCA: Prospect reports in under 20 minutes

Customer success story Prospect research reports in under 20 minutes at the YMCA Subscribe to our guides Background The YMCA (the Y) in the U.S. is the nation’s leading nonprofit.  Committed to strengthening the community by connecting all people to their potential, purpose and each other, the Y serves over 11 million people in over…

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Due diligence playbook for nonprofits

Due diligence playbook for nonprofits Data-driven insights from our 2024 due diligence survey of 236 organisations across the UK, US, and Australia, in collaboration with BWF and Pyro.Solutions. Along with expert commentaries from King’s College London, Cambridge University, Dartmouth College, and others. Learn how they:   ☑️ Cut donor research time from 8 hours to…

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Pinsent Masons: Co-developing the first AML due diligence tool powered by a Large Language Model (LLM).

Customer success story Co-developing the first AML due diligence tool powered by a Large Language Model Subscribe to our guides Before Xapien The General Counsel at Pinsent Masons recognised that digitisation was essential for the compliance team to conduct due diligence earlier in the onboarding phase in a way that better balances resources. However, the…

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Brighton College: Revolutionising donor due diligence in independent education 

Customer success story Revolutionising donor due diligence in independent education with Brighton College Subscribe to our guides Background Brighton College, one of the UK’s leading independent schools, faces the challenge of maintaining academic excellence while ensuring financial security in a competitive educational landscape. With operational costs rising, securing donations from major donors is vital. However,…

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How KCL’s research assurance team use Xapien for potential collaborators

Customer success story How KCL’s research assurance team use Xapien for potential collaborators Subscribe to our guides Growing requirements to meet research funding compliance The UK Research and Innovation (UKRI) has long recognised the importance of international collaboration in driving research and innovation excellence. However, as global partnerships have increased, so have the risks to…

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Revolutionising research funding compliance with AI: Insights from King’s College London

Revolutionising research funding compliance with AI: Insights from King’s College London With increasing regulatory scrutiny, research institutions must adopt more comprehensive due diligence processes to meet funding compliance requirements. Join us for an exclusive webinar with King’s College London (KCL) and Xapien to explore how AI is transforming the way universities handle annual review processes…

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