Data Management Insight Entity Data, KYC and Client Onboarding The latest content from across the platform

Data Management Summit New York City

Now in its 8th year, the Data Management Summit (DMS) in NYC explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

Data Management Summit London

Now in its 9th year, the Data Management Summit (DMS) in London explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

Upcoming Webinar: Digital Investor Onboarding and Transformation for Asset Servicers and their partners

Date: 6 February 2020 Time: 10:00am ET / 3:00pm London / 4:00pm CET Transfer agents, fund administrators & custodians are endeavouring to deliver a better Investor Experience (IX) for their clients, seeking to differentiate their offerings and to truly deliver value adding services across the entire investor lifecycle. The race is on to stand out…

Best Practice Client Onboarding

Client onboarding is central to the success of banks, yet it continues to present challenges and the benefits of getting it right are difficult to achieve. The challenges arise from siloed systems, manual processes and poor entity data quality. The potential benefits of successful implementation include excellent client experience, improved client acquisition and loyalty, new business opportunities, reductions in costs, competitive advantage, and confidence in compliance.

A-Team Group Names Winners of 2019 Data Management Insight Awards

A-Team Group has announced the winners of its 2019 Data Management Insight Awards. The annual awards, now in their seventh year, are designed to recognise leading providers of data management solutions, services and consultancy to capital markets participants. See the full list of winners here. The awards were hosted by Andrew Delaney, chief content officer…

Datactics’ Addition of AI to Entity Data Resolution Delivers Significant Time Savings

Datactics has added an artificial intelligence (AI) server to its technology stack and is working on use cases that could save industry participants tens or even hundreds of hours spent on manual reviews of entity data matching processes. The company announced its intent to set up a dedicated AI Team led by Fiona Browne, previously…

Data Quality and Automation for Client Onboarding Remain in Critical Condition

Failing to get client onboarding right can cost firms eyewatering financial fines, reputational damage and long-term client avoidance. These are not new threats for traditional banks, which also face increasing competition from challenger banks, so why have they not sorted out how to get onboarding right? Webinar Recording: Client onboarding – how developments in tech…