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The knowledge platform for the financial technology industry

A-Team Insight Webinars

Recorded Webinar: Best practice solutions for client lifecycle management

14 September 2016

The challenges of client lifecycle management continue to increase, driven by regulation and requiring financial institutions to review processes around client onboarding, Know Your Customer (KYC) and client data maintenance. The webinar will outline the challenges faced by financial institutions, discuss best practice solutions, detail the need to integrate high quality entity data, and include the views of data management practitioners implementing client lifecycle management programmes.

Listen to the webinar recording to find out about:

  • Client lifecycle challenges
  • Best practice solutions
  • Entity data requirements
  • Successful implementation
  • Beneficial outcomes

Speakers:

Andy Simpson Head of Client Data Operations : Client Management Unit
ICBC Standard Bank
Mark Davies Partner
Element22
Joe Dunphy VP Product Management
Fenergo
Moderator: Sarah Underwood Editor
A-Team Group

More about our speakers:

Andy Simpson

Head of Client Data Operations : Client Management Unit

ICBC Standard Bank

Andy is the Director of Client Data Strategy and Change at ICBC Standard Bank.  He has over 10 years data management expertise across run and change. Previously he was Global Head of Data Management and KYC at Standard Bank of South Africa.

Mark Davies

Partner

Element22

Mark is a partner with Element22, a data and analytics consultancy firm. His career includes over 15 years managing data and risk functions for three tier 1 banks. This was followed by 6 years as the General Manager of Avox, a managed data service company owned by DTCC and later by Thomson Reuters. Mark has been with Element22 since 2018 where he leads the London office and helps clients from across the financial services industry to modernise and expand their capabilities in Data Management. His recent focus has been on helping clients to solve unstructured data and ESG data challenges, including launching the ESGi data platform.

Joe Dunphy

VP Product Management

Fenergo

Joe is responsible for the overall delivery of product strategy and design across the Fenergo suite of applications and has a strong background in regulatory compliance solutions.

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