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Data Management Insight Webinars

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

21 June 2016

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


Adam Fraser Associate Director, Client Onboarding
Macquarie Group
Matthew Stauffer Chief Executive Officer
Clarient Global LLC
Ben Marsh CEO
iMeta Technologies Ltd.
Moderator: Sarah Underwood Editor
A-Team Group

More about our speakers:

Ben Marsh


iMeta Technologies Ltd.

Ben Marsh, iMeta Technologies CEO is responsible for the strategic and commercial development of iMeta and the Assassin platform. He has over 20 years’ experience in wholesale financial markets, and a proven track record of delivering complex IT solutions to large financial institutions. Prior to iMeta, Ben held commercial and operations roles at Lehman Brothers, Global Crossing and Reuters.

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