Date: 29 January 2019
Time: 10:00 am ET / 3:00 pm London / 4:00 pm CET
Are you struggling with client onboarding and lifecycle management? Investing data management resources in onboarding and not achieving a commensurate return on investment? Worried about customer loyalty and competition?
This webinar will address these issues and discuss how to enhance the customer experience and improve onboarding by getting your entity data management right, deploying digitalisation strategies and implementing low code options to speed up implementation.
Register for the webinar to learn about the latest best practices for entity data management and onboarding, and how you can transform your customer experience through advanced digitalisation. We’ll be discussing:
Moderator: Sarah Underwood, Editor,
Was Chaudry, Head of UK Private Banking Onboarding, Credit Suisse
Mike Budden, Director - Head of Client Onboarding,
Niall Twomey, Chief Technology Officer (CTO) & Co-Founder, Fenergo
Head of UK Private Banking Onboarding
Was Chaudry has worked in financial services for 18 years, starting his career at Citi Private Bank. He was the head of the Private Bank On-Boarding team before moving into a AML Compliance role at Citi in 2013 where he reviewed and performed AML and Financial Crime investigations across all Citi business areas.
In 2015 he joined Credit Suisse Private bank where he currently works as the Head of the Private Bank On-Boarding team, implementing new KYC requirements and re-engineering existing processes in order to improve the on-boarding experience for clients. He is proficient in on-boarding complex structures and financial crime and high risk aspects of on-boarding.
He is ACAMs qualified since 2014 and is ICA Diploma qualified in AML since Jan 2018.
Director - Head of Client Onboarding
Mike is Head of UK Client Onboarding within Barclays Execution (BX) Services and is responsible for the delivery of large domestic, multi-entity complex business solutions across the Barclays network, focusing on deals led across the UK and also acting as the centre of excellence for higher volume “new to bank” acquisitions and "new entity" non-complex requests.
Their projects follow industry standard methodologies and incorporate eBanking, SWIFT and bulk transaction capabilities. His team, which spans the United Kingdom footprint and Barclays platform, act as a single point of contact, focusing on detailed planning, client tailored communication, and aiming to deliver an excellent experience whilst enabling the client to begin reliably transacting with Barclays as quickly as possible.
In addition he is the business owner of their “Onboarding Online” client onboarding service. This new, portal drive digital approach to onboarding removes the need for any physical paper exchange between client and bank to facilitate account opening and product set-up across the Corporate Bank.
Prior to joining Barclays, Mike spent 12 years at Bank of America Merrill Lynch where he covered a number of roles including managing their EMEA regional servicing centre, leading their cash management technical implementation and help desk function and more recently establishing and heading the EMEA GTS Account Management Sales team.
He also spent 2 years with JPMorgan where he managed large cash management integration projects with global corporate clients.
Mike graduated from Staffordshire University in 1994 with a BA (Hons) in Business Administration specialising in Management Accounting.
Chief Technology Officer (CTO) & Co-Founder
Having worked for major international firms all his career, for the last 10 years, Niall has been part of the Fenergo journey, leading the team that designs and develops the world standard in Client Lifecycle Management technologies. With a proven track record in global enterprise technical strategy, design, architecture, product engineering, roadmap planning and pre-sales client engagements, Niall leads a global team of over 200 people internally, as well as offshore teams, to create solutions that deliver impactful ROI for Fenergo’s global financial services clients. A frequent speaker at industry events, Niall also produces regular thought leading papers, blogs and videos on leading-edge technology topics.