Powering Digital Compliant Client Lifecycle Journeys with AI

Presented by

Lada Chu, Investors Bank; Niall Twomey, Fenergo; Austin Wells, IBM; Michael Dawson, Promontory

About this talk

Experts from Fenergo, Investors Bank, IBM and Promontory explore the ideal mix of technologies, process and people that combine to create a successful and digital Client Lifecycle Management process. In this webinar, we will discuss: - The right solutions to deliver enterprise-wide financial crime and compliance - The data and systems integrations that can create a centralized, end-to-end client lifecycle ecosystem - How OCR and NLP technologies can extract relevant information from documentation and attach to client profiles - Reduced need to perform customer outreach for data collection through API integration with leading data and screening providers and digital data and document captured, coupled with intelligent document processing (OCR, NLP) - How integrations with ID&V and eSignature technologies can deliver truly digital and remote client onboarding Meet the speakers: - Lada Chu, Vice President, KYC Program Head, Investors Bank - Niall Twomey, Chief Technology Officer, Fenergo - Austin Wells, Watson Financial Crimes Offering Manager (AML/KYC/Fraud), IBM - Michael Dawson, Managing Director, Promontory

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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.