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

A-Team Insight Webinars

Recorded Webinar: Client onboarding and KYC: the data management challenges

21 June 2016

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

Client onboarding and Know Your Customer (KYC) processes are imperative to regulatory compliance and building competitive advantage, but how much progress is the industry making in transitioning onboarding from a disjointed process run across many functions to an holistic operation spanning the enterprise? New approaches and technologies are available, so how best can you implement them to speed up client onboarding, reduce costs and risk, improve customer service and ensure you Know Your Customer?

Listen to this webinar to find out more about:

  • The state of play in client onboarding and KYC
  • Ongoing data management challenges
  • Best practice approaches to improvement
  • Benefits of emerging technologies
  • Future developments


Moderator: Sarah Underwood, Editor, A-Team Group

Adam Fraser, Associate Director, Client Onboarding, Macquarie Group

Matthew Stauffer, Chief Executive Officer,
Clarient Global LLC

Ben Marsh, Chief Executive Officer,
iMeta Technologies


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