AEOI Benchmark Survey Review

Presented by

Scott Freedman, Director of Product Strategy

About this talk

Now that financial institutions are a few years into AEOI reporting, we are starting to get a better picture of effective approaches, challenges and concerns surrounding the eve of CRS requirements. To this end, Sovos Compliance will present a third-party benchmark study that surveyed 100 financial institutions to gain insight into costs, concerns, challenges and solutions.

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