Transforming the End-to-End Client Onboarding Journey for the Customer of Tomorrow

Enabling a Customer-Centric, Compliant Target Operating Model for CIB


This webinar has eneded. Check back soon to watch the webinar on demand.

View our other upcoming webinars here

Register for this upcoming webinar

Corporate and institutional banks are caught between a rock and a hard place – between continuous regulatory change and the need to constantly collect, process and update client and counterparty data, resulting in a lengthy, fragmented client onboarding process. Now they are faced with a digital arms race to deliver an exceptional end-to-end client experience. 

Join Fenergo’s industry experts for an exploration of the current state of client onboarding and regulatory compliance within C&IB and discover what best practice client lifecycle management looks like.

When: Wednesday | May 22nd 2019 | 8:30am PST / 11:30 EDT

In this webinar, you'll learn: 

  • The key industry challenges facing corporate and institutional banks
  • What lies ahead on the regulatory roadmap for 2020/2021
  • How to transform the client experience with a single 360 client view

If you require any further information please don't hesitate to email us at [email protected]


Greg Watson, Global Head of Sales, Fenergo

Greg leads Fenergo's global sales team. He previously worked in HSBC as Managing Director & Global Head of the Client Management Group for the Global Banking & Markets division, responsible for building out a client-facing organization to manage client onboarding and due diligence across 30+ countries.

Rachel Woolley, Regulatory Consultant, Fenergo

Rachel is a specialist in the area of AML, KYC and CTF. She has over 10 years’ experience in the financial services industry with a strong background in regulatory compliance. Rachel completed the Association of Chartered Certified Accountants (ACCA) exams and holds professional designations including Licentiate of the Association of Compliance Officers in Ireland (LCOI) and Certified Financial Crime Prevention Practitioner (CFCPP).


Joe Dunphy, VP Product Management, Fenergo

Joe is responsible for the overall delivery of product strategy and design across the Fenergo suite of applications. With a strong background in regulatory compliance solutions, Joe has deep banking and regulatory knowledge.