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The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Webinars

Recorded Webinar: Client and Entity Data for Client Onboarding

19 November 2015

This webinar has passed, but you can view the recording by registering here.

With enticing figures such as annual savings of $5-$20 million per firm being widely quoted, should we be looking at a collaborative approach to harmonising data management for entity and client data for client onboarding and KYC processes? How would it work, what are the obstacles and how can we address them, and how will it help to address the huge inefficiencies we have while enabling us to meet the myriad of regulatory requirements?


Moderator: Sarah Underwood, Editor, A-Team Group

Julia Sutton, Group Customer Data Management, HSBC

Enrique Neves Martin, Reference Data Product Manager, Enterprise Solutions, Bloomberg LP

Jon Hanmer, Global Account Director, Bureau van Dijk

Mark Bands, Head of Product Strategy and Regulatory Intelligence, iMeta Technologies Ltd.


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