Live Webinar: The Shocking Truth about HNW Client Onboarding in Wealth Management


DATE: OCTOBER 22ND, 2019                             TIME: 10:30AM EDT | 3:30 PM BST 

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Client onboarding stands at the intersection of wealth managers’ most pressing compliance, efficiency and client experience concerns.

According to new Fenergo and WealthBriefing research, a lack of Straight Through Processing (STP), manual data collection and mounting compliance requirements have pushed onboarding times past the four-week mark for a standard High Net Worth Individual (HNWI).

On Tuesday 22nd October, Steve D’Souza, Global Head, Private Banking and Wealth Management at Fenergo, and Wealth Briefing’s head of research, Wendy Spires, will be exploring the findings of our global study and discussing key onboarding trends with: Calum Brewster, Managing Director – Regional Head UK, Julius Baer and Will Trout, Head of Wealth Management, Celent.

Register to learn the answers to key questions, including:

  • How many firms are disappointing clients on onboarding duration, and what are the main factors causing delays?
  • Which key technological challenges are causing manual workarounds to be prevalent, and what are the risks?
  • Where are firms concentrating their client onboarding investments in the coming 18 months?

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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.
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Steve D'Souza

Global Head, Private Banking and Wealth Management, Fenergo


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Calum Brewster

Managing Director – Regional Head UK, Julius Baer


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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.

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Calum Brewster

Managing Director – Regional Head UK, Julius Baer 


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Will Trout

Head of Wealth Management, Celent


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Save the Date

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DATE
JULY 20, 2019

TIME
2:00pm EST

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FEATURED SPEAKERS

BROCHURE
Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

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BROCHURE
Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code. Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

READ IT NOW >

BROCHURE
Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

READ IT NOW >

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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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WEBINAR

Digital Client Orchestration Webinar

Register now for the webinar and see how Digital Client Orchestration connects front, middle and back office systems, enabling you to deliver the digital experience your customers deserve and want.

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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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