White Papers
Banking & Markets
The Importance of Data in Client Lifecycle Management
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
Banking & Markets
Mandatory U.S. Treasury Clearing Digital Brochure
Davies offers expert guidance to help firms assess their readiness, develop tailored playbooks, and implement the necessary changes.
Banking & Markets
Onboarding and Offboarding: Service Offering
Whether you’re scaling up, consolidating, or exiting a market, our onboarding and offboarding services provide the support you need to move with confidence.
Banking & Markets
Lighting a Torch: CCP Margin Transparency and Responsiveness
Whether you are a market participant, regulator, or risk professional, this white paper offers valuable insights.
Banking & Markets
CCP Resolution Planning – Why You Shouldn’t Learn to Sail in a Storm
Drawing on expert insights and recent regulatory developments, the paper offers a clear view of the current landscape.
Banking & Markets
KYC Managed Services
Risks, considerations and how to get it right.