Today’s Client Onboarding Processes (COP) in banks are all too often cumbersome and laborious. Complex interactions, extensive documentation, regulatory changes and inconsistent information make it a veritable cost driver for the bank. However, banks have started to realize the benefits of an efficient data flow, not only to themselves, but also to their clients. Recent trends have shown that specialized third-party COP solutions are the most promising approaches. The Solution Providers High Spot Review framework assesses a current COP within a week’s time. The assessment summary outlines the different options for future improvements. A predefined workshop roadmap guarantees maximum ownership and agreement. Previous projects have demonstrated tremendous improvement capabilities with low effort.