Conducting initial and ongoing due diligence on a large number of fund distributors is a time-consuming task. Serenity lets you automate due diligence processes, including the creation, dispatching and evaluation of online questionnaires, which can significantly increase efficiency while, similtaneously reducing operational risks.
Serenity’s Digital Onboarding of Fund Distributors eliminates the pain of traditional manual onboarding processes through automation, improved User Experience and reduced costs. Hence, Serenity persuades Distributors to embrace its Digital Onboarding experience and considerably reduces time-to-market.
Fund Managers who outsource distribution are responsible for selecting distributors and the ongoing monitoring of their activities. Serenity implements a consistent and robust risk-based approach towards Distribution Oversight. Thus, it ensures compliance with regulatory requirements while mitigating risk on the Fund Managers’ distribution network.