Recorded Webinar: Improved Client Onboarding to Enhance the Customer Experience and Digital Journey29 January 2019
Are you struggling with client onboarding and lifecycle management? Investing data management resources in onboarding and not achieving a commensurate return on investment? Worried about customer loyalty and competition?
This webinar will address these issues and discuss how to enhance the customer experience and improve onboarding by getting your entity data management right, deploying digitalisation strategies and implementing low code options to speed up implementation.
Register for the webinar to learn about the latest best practices for entity data management and onboarding, and how you can transform your customer experience through advanced digitalisation. We’ll be discussing:
- How to get your entity data ready for digitalisation
- Approaches to digitalising the customer experience
- Best practice data management for digitalisation
- A step-by-step guide to delivering improved onboarding
- Low code options to speed up implementation
- How to sustain an enhanced customer experience
Moderator: Sarah Underwood, Editor,
Was Chaudry, Head of UK Private Banking Onboarding, Credit Suisse
Manash Banerjee, Global Head of Entity Reference Data and Client Onboarding Technology, Nomura Securities
Chief Technology Officer (CTO) & Co-Founder,
More About Our Speakers:
Head of UK Private Banking Onboarding
Was Chaudry has worked in financial services for 18 years, starting his career at Citi Private Bank. He was the head of the Private Bank On-Boarding team before moving into a AML Compliance role at Citi in 2013 where he reviewed and performed AML and Financial Crime investigations across all Citi business areas.
In 2015 he joined Credit Suisse Private bank where he currently works as the Head of the Private Bank On-Boarding team, implementing new KYC requirements and re-engineering existing processes in order to improve the on-boarding experience for clients. He is proficient in on-boarding complex structures and financial crime and high risk aspects of on-boarding.
He is ACAMs qualified since 2014 and is ICA Diploma qualified in AML since Jan 2018.
Global Head of Entity Reference Data and Client Onboarding Technology
Manash Banerjee is the Global Head of Entity Reference Data and Client Onboarding Technology at Nomura Securities. Prior to this he has had extensive experience in managing large enterprise programs in Sales, Research, Client Facing Infrastructure and Risk in Tier 1 investment banks.
Chief Technology Officer (CTO) & Co-Founder
Having worked for major international firms all his career, for the last 10 years, Niall has been part of the Fenergo journey, leading the team that designs and develops the world standard in Client Lifecycle Management technologies. With a proven track record in global enterprise technical strategy, design, architecture, product engineering, roadmap planning and pre-sales client engagements, Niall leads a global team of over 200 people internally, as well as offshore teams, to create solutions that deliver impactful ROI for Fenergo’s global financial services clients. A frequent speaker at industry events, Niall also produces regular thought leading papers, blogs and videos on leading-edge technology topics.
Interested in hosting your own webinar? Get in touch