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Data Management 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
Element 22
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.

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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