Optimizing KYC for Faster Onboarding & Better Customer Relationships

Presented by

Paul Kavanagh, Greg Beltzer, Greg Blausey, Mike Perkowski

About this talk

From front and back office teams operating in silos to multiple disconnected legacy systems, financial institutions have to overcome many challenges to deliver the fast, frictionless onboarding experience today’s customers demand. However, integrating your customer relationship management (CRM) and middle-to-back office systems can be an effective way to optimize the onboarding process and build better customer relationships. Find out from a panel of industry experts: - How you can deliver a 360-degree customer view, rapid onboarding and lightning speed compliance - Which technologies can help eliminate manual processing and boost front office productivity - Why you must leapfrog your competitors and become truly digital for long-lasting customer relationships

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Fenergo is the digital enabler of client and regulatory technology for financial services. It provides Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Counting 70 global Financial Institutions as clients, its award-winning CLM suite digitally transforms how Financial Institutions manage clients; from initial onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes. Fenergo CLM empowers financial institutions to deliver a faster, compliant and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions.