Data Management Review

Are your client lifecycle management processes – including client onboarding, Know Your Customer (KYC), Anti-Money Laundering (AML) and most recently General Data Protection Regulation (GDPR) – up to the right standard for today’s pressing regulatory challenges?

Early iterations of KYC and AML applications may no longer be effective from either a compliance or competitive perspective, so what are the alternatives and how best can they be implemented?

If you want to understand today’s best practices for effective and faster client lifecycle management, and the challenges of implementing them, then this webinar is for you.

We will be discussing:

  • What do effective client lifecycle management processes look like?
  • How to optimise data, technology, processes and people for effective management
  • The impact of GDPR on client onboarding
  • Emerging solutions for client lifecycle management
  • How to turn the burden of onboarding into competitive advantage

Speakers:

Sarah_Underwood

Moderator: Sarah Underwood, Editor,
A-Team Group

Mridul Mathur 100x100

Mridul Mathur,
Programme Director, Group Customer & Counterparty Data,
Nordea

Greg Watson 100x100

Greg Watson, Global Head of Sales, Fenergo

More About Our Speakers:

Greg Watson
Global Head of Sales
Fenergo

Greg leads Fenergo's global sales team. He joined Fenergo from HSBC, where his most recent role was as a Managing Director and Global Head of the Client Management Group for the Global Banking & Markets division. Previously, Greg worked in Private Equity, in Business/Product Management at UBS Investment Bank and in various IT and transformation roles.

Sponsors:

Fenergo_170x45
   
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