Client onboarding and KYC: the data management challenges. Is the industry making progress with moving client onboarding from a disjointed process across many functions into a holistic approach across the enterprise. How can you better use data, technology and processes to speed up your client onboarding, reduce your costs and risk and improve your customer service and ensure you Know Your Client?
Moderator: Sarah Underwood, Editor, A-Team Group |
Matthew Stauffer, Chief Executive Officer, |
Ben Marsh, Chief Executive Officer, |
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