FactSet and ComplyAdvantage have formed a strategic partnership aimed at delivering an end-to-end workflow tailored specifically for relationship managers (RMs) in corporate banking.
The collaboration seeks to address a longstanding inefficiency in corporate banking by embedding compliance and risk intelligence directly into daily workflows. By integrating ComplyAdvantage’s capabilities into the FactSet terminal, the partnership enables RMs to operate within a single interface, covering all six stages of the corporate banking lifecycle, from client engagement through to transaction maintenance.
FactSet provides financial data, analytics and workflow tools that support investment professionals and banking teams in decision-making, client targeting and deal execution. Its workstation is widely used across global financial institutions to surface insights on private companies, credit profiles and ownership structures, helping RMs prioritise opportunities and drive business development.
ComplyAdvantage specialises in AI-powered solutions for financial crime detection, including anti-money laundering (AML), sanctions screening and transaction monitoring. Its platform delivers real-time risk intelligence, enabling institutions to assess, monitor and manage financial crime risks while maintaining regulatory compliance across jurisdictions.
The partnership introduces a unified workflow where compliance is embedded directly into the front-office environment. By combining FactSet’s data and analytics with ComplyAdvantage’s risk intelligence, banks can reduce reliance on fragmented systems and third-party tools. The integration also supports functions such as ID verification, beneficial ownership analysis and organisational mapping within a single ecosystem, helping to lower total cost of ownership (TCO).
A key focus of the collaboration is addressing onboarding inefficiencies. Traditionally, onboarding corporate clients can take several weeks, delaying revenue generation from interest, foreign exchange (FX) fees and transactions. Industry feedback suggests analysts may spend up to 50% of their time manually collecting data for AML checks, creating duplication and slowing down processes.
By embedding real-time compliance insights into the workflow, the solution enables faster onboarding and earlier activation of client relationships. It also allows RMs to adopt what the firms describe as “intentional business development”, where risk considerations are incorporated into client targeting and engagement from the outset.
ComplyAdvantage CEO Vatsa Narasimha said, “We want to ensure that compliance is no longer a bottleneck for growth. By integrating our real-time risk data into the FactSet terminal, we are making RMs more productive and ensuring that every deal they bring to the table is aligned with regulatory standards from the very first click. This proactive approach leads to faster onboarding times, directly translating to a faster time-to-revenue for corporate banks.”
FactSet senior vice president and senior director of banking and sell-side research Kendra Brown said, “FactSet has dedicated decades to developing purpose-built analytics engines and productivity tools that dealmaking users rely on, and this launch marks an exciting next step in FactSet’s commitment to innovation for our clients. By embedding GenAI directly into FactSet Workstation, we empower relationship managers to make smarter, faster decisions and boost productivity. Our advanced tools are helping banks accelerate onboarding and enhance revenue generation.”
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