An ever-changing regulatory environment, outdated systems and manual processes remain a key challenge for Asset Managers when onboarding new investors. Typically, the onboarding process delivers a poor investor experience, delays fee generation and exposes firms to significant regulatory and reputational risk.
Discover how technology will transform your investor onboarding and lifecycle management processes to deliver a superior investor experience, overcome the inefficiency of manual workflows and limit the risk of compliance and regulatory breaches.
This whitepaper explores the challenges Asset Managers face with onboarding while highlighting industry best practice and the benefits of digitalization, including:
Terry Flynn
Managing Director, Asset Management, Fenergo
Terry Flynn has spent the last fifteen years advising buyside firms on business transformation across the front, middle and back office. Terry heads up Fenergo's buyside vertical and previously held senior roles at Charles River Development, SimCorp and Alpha FMC.
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