The client onboarding process is a critical first impression of your future relationship with HNW clients, and yet it is still a manual, fragmented and inefficient affair for most HNW customers.
When: Thursday | July 11th 2019 | 3:00pm BST / 10:00 EDT
Steve D'Souza, Global Head, Private Banking & Wealth Management, Fenergo
With over 25 years’ experience in the WealthTech space, Steve D’Souza leads the Private Banking and Wealth Management division within Fenergo. Steve oversees the division’s go-to market strategy while ensuring current and prospective client needs are fully met within his division.
Brendan Doyle, Product Manager PB & WM, Fenergo
Brendan has over 15 years’ experience across private banking, wealth management and client onboarding. Prior to joining Fenergo, Brendan worked in two top tier banks delivering global client onboarding and KYC solutions. Brendan is responsible for driving the private bank & wealth management product roadmap within Fenergo.
Tom Nicholas, Senior Client Solutions Consultant PB & WM, Fenergo
Tom has over ten years' experience’ delivering software solutions dedicated to the financial services sector. Tom joined Fenergo in 2018 as part of the Client Solutions Team, specializing in Private Banking & Wealth Management.