List of Contemi Client Onboarding Customers
Since 2010, our global team of researchers has been studying Contemi Client Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Contemi Client Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Contemi Client Onboarding for Investor Onboarding include: Singlife with Aviva, a Singapore based Insurance organisation with 2500 employees and revenues of $2.84 billion, CGS-CIMB Malaysia, a Malaysia based Banking and Financial Services organisation with 300 employees and revenues of $45.0 million, Ivy Societe Australia, a Australia based Leisure and Hospitality organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Contemi Client Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Contemi Client Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CGS-CIMB Malaysia | Banking and Financial Services | 300 | $45M | Malaysia | Contemi Solutions | Contemi Client Onboarding | Investor Onboarding | 2023 | n/a |
In 2023, CGS-CIMB Malaysia went live with Contemi's NOVA post-trade platform and the vendor’s Contemi Client Onboarding application appears alongside that suite. Contemi Client Onboarding, an Investor Onboarding application, is therefore associated with the Contemi product set for CGS-CIMB Malaysia, although the public announcement explicitly confirms NOVA and does not state adoption of Contemi Client Onboarding.
Contemi Client Onboarding, as an Investor Onboarding application, typically provides client lifecycle orchestration including KYC workflow orchestration, identity verification integration points, electronic document capture and storage, account opening workflows, role based approvals and audit trail capabilities. These functional modules align with front-office client intake and compliance workflows that feed downstream operations in securities firms, covering account setup, regulatory screening and documentation management.
The public rollout in Malaysia explicitly cites NOVA automating middle and back office trade confirmation and settlement to improve turnaround times and scalability, establishing a post-trade automation baseline. If Contemi Client Onboarding were adopted alongside NOVA, implementation patterns would focus on client master data propagation into post-trade systems, workflow orchestration between front-office intake and middle-office processing, and governance by operations and compliance teams through phased rollouts and role based access controls.
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Ivy Societe Australia | Leisure and Hospitality | 10 | $1M | Australia | Contemi Solutions | Contemi Client Onboarding | Investor Onboarding | 2024 | n/a |
In 2024, Ivy Societe Australia implemented Contemi Client Onboarding to support Investor Onboarding. The deployment targeted investor intake and compliance workflows for a small leisure and hospitality operator in Australia, aligning onboarding processes to investor relations and capital intake activities for a ten person organization.
Contemi Client Onboarding was configured to deliver core Investor Onboarding capabilities, including digital investor application capture, document upload and management, KYC checklist orchestration, e signature enablement, and investor profile management. Workflow orchestration was used to route applications through defined approval stages and to enforce role based access controls that segregate financial and compliance information from general operational data.
Ivy Societe Australia listed on connexion.zone to promote its entertainment and dating services and to drive customer acquisition using that platform's lead and marketing features. Leads and inquiries sourced via connexion.zone were processed through Contemi Client Onboarding intake flows within Australia, with onboarding activities concentrated at the single company site and managed by the investor relations and compliance functions.
Governance centered on checklist driven verification, documented approval workflows, and limited user configuration to match the small team environment. Training and operational rollout emphasized rapid adoption for core users, embedding Contemi Client Onboarding into daily investor intake, compliance review, and profile maintenance tasks.
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Singlife with Aviva | Insurance | 2500 | $2.8B | Singapore | Contemi Solutions | Contemi Client Onboarding | Investor Onboarding | 2019 | n/a |
In 2019, Contemi listed Singlife with Aviva among its global customers, implying use of Contemi Client Onboarding in the Investor Onboarding category. The reference situates Contemi Client Onboarding as part of Singlife's technology footprint in Singapore's insurance and wealth space and associates the company with Investor Onboarding capabilities.
If employed by Singlife with Aviva, Contemi Client Onboarding would address standard Investor Onboarding workflows including digital application capture, client profile and investor suitability orchestration, document collection and management, and KYC/identity orchestration. The implementation narrative centers on configurable onboarding workflows and data-driven client lifecycle management, consistent with common Investor Onboarding functional modules.
Operationally the relationship aligns with Singlife's Singapore insurance and wealth business lines, with expected impacts on front-office advisory, client operations, and compliance functions. Deployment patterns for Investor Onboarding solutions typically emphasize form-based intake, structured evidence capture, and automated handoffs to operations and compliance queues to support account opening and advisory servicing.
Governance and process adaptation for an Investor Onboarding deployment typically include role-based approvals, checkpointed compliance reviews, and centralized configuration of onboarding rules and templates. Contemi Client Onboarding as part of Singlife's ecosystem would be positioned to standardize client acceptance workflows, improve consistency of investor records, and provide a single onboarding control plane for advisory and operations teams.
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Buyer Intent: Companies Evaluating Contemi Client Onboarding
- Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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