Webinar Series

KYC and Onboarding Trends in 2024

Want to know the state of onboarding and KYC in 2024?

Join us for an exclusive series of webinars where we reveal the latest survey data from 1054 C-suite executives shaping onboarding and KYC in Banking, Asset Management and Energy & Commodities.

Banking Webinar

Tuesday November 5th | 3pm GMT | 10am EST

KYC in Legacy Technology Crisis: How Does Your Bank Compare?

Asset Management Webinar

Wednesday November 13th | 3pm GMT | 10am EST

The State of KYC: Essential Insights for Asset Managers

Energy & Commodities Webinar

Tuesday November 12th | 3pm GMT | 10am EST

Data to Dollars: Unveiling the Results of our Energy and Commodities Survey

Why Attend?

Want to know how your firm measures up to competitors? Fenergo surveyed over 1000 C-Suite professionals across different industries, including Banking, Asset Management and Energy and Commodities Trading firms. In this upcoming webinar series, we examine the results of these surveys to uncover the realities of KYC and onboarding across these industries in 2024 globally. Learn more about these upcoming webinars below.

Bonus: Register and receive exclusive first access to our KYC and Onboarding Trends 2024 report.

Learn more about each webinar:

Last year, the data from Fenergo’s annual research survey of global banks revealed that poor onboarding experiences had contributed to 48% of financial institutions losing a client and KYC costs were on the rise.

Results are in from the 2024 survey, revealing a marked shift in those numbers. We asked commercial and institutional banks across the US, UK and Singapore how they are leveraging automation to reverse client abandonment rates, addressing rising costs, their appetite for AI solutions and more. The answers, from over 450 C-suite executives, paint a surprising picture.

Join us on this webinar and we’ll dive into the results to analyze what’s happening in the industry around the world.

Fenergo is joined by industry thought leaders to examine the results of our 2024 global research report, take note of how the trends have moved over the last year, and how KYC compliance costs have changed.

Register now for the webinar to find out:

  • The cost of KYC reviews
  • Impact of manual processes on client experience
  • How banks are overcoming these issues with technology
  • Trends driving technology investment across the US, UK and Singapore

Register now

The results are in from Fenergo’s 2024 KYC and Onboarding Trends survey, capturing insights from over 450 C-suite executives at Tier 1 asset management firms.

The data tells the story of how regulatory pressures, rising compliance costs, operational inefficiencies and investor churn are inhibiting growth and profitability for asset managers.

Interested in benchmarking your firm's KYC strategies against competitors?

Join us on Wednesday November 13th,, as our expert panel of industry leaders delve into the key data insights.

Key takeaways:

  • How much time and money is being spent on KYC
  • The key factors causing investors to abandon onboarding
  • How prepared asset managers are to respond to regulatory demands
  • Where firms are prioritizing their technology investments
  • The biggest inhibitors to efficient investor onboarding

Register now

For energy and commodities firms, onboarding and know your counterparty (KYC) processes are a critical area where efficiencies are lacking, something which is frustrating counterparty and suppliers and ultimately causing deals – and revenue - to fall through.

In this webinar, we’ll be unveiling our survey results of C-suite executives at energy and commodities firms about their risk tech strategies, onboarding processes, and compliance spending. Our panel of experts from the energy and commodities industry will also weigh in on the most pressing issues highlighted by the research findings.

This data, the first of its kind, will shine a light on the most pressing issues facing an industry in transition and, crucially, how successfully firms are responding. Benchmark your firm against other energy and commodities organizations to not only gain a deeper understanding of the issues surrounding KYC and onboarding but also to identify opportunities for innovation.

Join the webinar the 12th of November to find out:

  • Which areas of risk are firms prioritizing for technology investment
  • The main factors leading to abandonment and losses of trades and deals
  • Which areas firms are spending the most of their compliance budgets on
  • How much time, money, and resource allocation firms are spending on KYC and onboarding

Register now


Register Now

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