“Cygnetise allowed us to easily create and maintain signatory lists, as well as having a simple overview of any individual’s signing authorities across different business lines and entities.”
About
Evelyn Partners is a leading financial services provider specialising in wealth management, professional services, and corporate advisory. Known for delivering expert solutions to complex financial challenges, Evelyn Partners prioritises efficient, compliant operations across its diverse business lines.
The problem
Evelyn Partners faced a complex and time-consuming process managing signatory lists, bank mandates, fund vehicles, and KYC information. The need to ensure up-to-date records across multiple business lines and entities created inefficiencies and compliance risks, making manual updates both labour-intensive and error-prone.
The solution
With Cygnetise, Evelyn Partners adopted a streamlined digital approach to manage these critical documents. Cygnetise's platform enabled them to create and maintain signatory lists efficiently, providing a clear and simple overview of signing authorities across their entire organisation. Directors’ lists, corporate holding entities, and fund vehicles are now maintained with ease, enhancing visibility and control over compliance processes.
The outcome
Cygnetise’s solution transformed Evelyn Partners’ approach to signatory management, reducing maintenance time and complexity. What once required hours of manual updates is now handled in minutes, significantly improving efficiency and ensuring consistent, accurate compliance across all business units.
“Directors’ lists, bank mandates, specific fund vehicles and any corporate holding companies can all be managed, along with KYC information, which used to be very time consuming to maintain.”
See how Cygnetise can help your organisation
Book a demo with one of our specialists and learn how it can help you and your organisation save time and mitigate the risk of fraud.
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