Following its recent expansion into the commercial and retail baning space, client lifecycle management solutions provider has appointed James Follette as its new Global Head of Commercial and Retail Banking. Follette was formerly responsible for client onboarding and know your customer (KYC) transformation at Citi.
Financial services providers spend billions of dollars a year on Know Your Customer (KYC), client onboarding and due diligence. Yet even with vast investment, these processes rarely run smoothly. They also fall short of delivering a good client experience and fail to cut down on financial crime. At the heart of the problem–and solution–is data....
Fenergo has appointed three experienced product leaders – Sharon Bodkin (VP, Banking Product), Neil D’Rosario (VP, Buyside Product) and Adam McLaughlin (Director, Financial Crime Product) – to advance its client?lifecycle management (CLM) and financial?crime portfolio. The roles are effective immediately and align with the company’s push to let financial institutions manage CLM and financial?crime tasks...
Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
Increasing volumes and the complexity of reference data in the post-crisis environment have left the middle office struggling to meet the requirements of the current market order. Middle office functions must therefore be robust enough to be able to deal with the spectre of globalisation, an increase in the use of esoteric security types and...