Digitally Transforming KYC & Onboarding in the Cloud

Presented by

Paul Kavanagh, Jim Williams, Niall Twomey, Cormac Keogh, Keith Redmond

About this talk

The financial services industry is facing an unprecedented phase of disruption across the globe. This can either be an age of opportunity for those who are empowered with agile technology or a mountain to climb for firms who are in their own way. How can financial institutions get quick wins and accelerate time to market? The answer is intuitive, agile, plug-and-play technology. Join experts from Fenergo, RBC Global Asset Management and AWS for a discussion about revolutionizing what ‘cloud-first digital transformation’ means to financial institutions. We will discuss how Client Lifecycle Management as a Service can rapidly deliver a cost-effective solution and excellent customer journeys. In this session, we will discuss: - The benefits of a cloud-native approach to Client Lifecycle Management (CLM) - The need for self-sufficiency for true speed to market - How to manage data security, residency and privacy in the cloud - How to accelerate onboarding from weeks to hours and minutes - How Fenergo has adapted its CLM technology for agility and self-sufficiency Meet the speakers: - Paul Kavanagh, Chief Revenue Officer, Fenergo - Jim Williams, Head of Technology & Innovation, RBC Global Asset Management - Niall Twomey, Chief Technology Officer, Fenergo - Cormac Keogh, Senior Solutions Architect, AWS - Keith Redmond, VP of SaaS Engineering, Fenergo

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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.