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On-Demand Webinar

KYC Done Differently: The Step-by-Step Guide to Effective Client Journeys

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PwC and Fenergo have joined forces to deliver client onboarding, KYC and refresh operations as managed services to address the ongoing KYC challenge.

The financial services industry is in agreement that meeting compliance requirements and deadlines impact their ability to onboard clients quickly and efficiently. Worryingly, the compliance challenge is still being solved by fully manual processes by nearly a quarter of firms.

Before those firms can implement transformative technology, they need to first look inwards at their processes and procedures and begin to change from the inside out. Essentially, for complex issues such as cross-jurisdictional KYC requirements, financial institutions should ensure their house is tidy before inviting someone inside.

In this webinar, we discussed:

  • The challenges that manual compliance processes create
  • Our step-by-step guide to effective KYC operations
  • The journey beyond compliance
  • The efficiencies you can gain from a single client view

Download the Playback Now! 


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TITLE LINE GOES HERE

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Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et. Nihil anim keffiyeh helvetica, craft beer labore wes anderson cred nesciunt sapiente ea proident. Ad vegan excepteur butcher vice lomo. Leggings occaecat craft beer farm-to-table, raw denim aesthetic synth nesciunt you probably haven't heard of them accusamus labore sustainable VHS.

Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et. Nihil anim keffiyeh helvetica, craft beer labore wes anderson cred nesciunt sapiente ea proident. Ad vegan excepteur butcher vice lomo. Leggings occaecat craft beer farm-to-table, raw denim aesthetic synth nesciunt you probably haven't heard of them accusamus labore sustainable VHS.

Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et. Nihil anim keffiyeh helvetica, craft beer labore wes anderson cred nesciunt sapiente ea proident. Ad vegan excepteur butcher vice lomo. Leggings occaecat craft beer farm-to-table, raw denim aesthetic synth nesciunt you probably haven't heard of them accusamus labore sustainable VHS.
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FEATURED SPEAKERS

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Greg Watson

Global Head of Corporate & Institutional Banking


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Rachel Woolley

Global AML Manager, Fenergo


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Nicola Poole

Global Head of Client Lifecycle Management, Banco Santander


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CLIENT ONBOARDING

THE FENERGO WAY

Discover how financial institutions can onboard clients quicker and more efficiently by centralizing client data and documentation and comply with a range of regulatory compliance obligations on a single platform.

WATCH NOW

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Location Details

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Location Venue Name

12345 STREET NAME| CITY, REGION

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Featured Speakers

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Conor Coughlan
Chief Marketing Officer, Fenergo



Joe Dunphy
Global Head of Strategy & Corporate Development, Fenergo


Stuart Croft
Director, PwC

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Save the Date

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DATE
JULY 20, 2019

TIME
2:00pm EST

ADD TO CALENDAR

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About Fenergo

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions for investment, corporate, commercial and private banks.

ADV SOLUTION

Digital Client Orchestration

Delivering a truly digital customer journey, driven by Fenergo’s industry-leading Regulatory Rules Engine, re-inforced with industry data, accessed from any channel.

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Digital Client Orchestration Webinar

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CLIENTS WHO TRUST

OUR SOFTWARE SOLUTIONS

We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.

Helène Erftemeijer

Bank-wide responsibility for CDD, client master administration and regulations, ABN AMRO

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