Believe it or not, coffee and Know Your Customer (KYC) have a lot in common. Just as coffee lovers consider a host of nuances and subtleties for their perfect blend, financial institutions must assess several factors for optimal KYC monitoring: local regulations, global regulations, internal appetite for risk, and more. Without the right mix—and a clear, transparent view—you risk a bitter surprise.
Refine your palate and your customer knowledge during a virtual coffee break with Aite and Appian. Sip along as Paul Sinthunont, Senior Analyst, Aite Group and Josh Seeman, Senior Director, Appian discuss all things KYC.
In this session you will:
- Get an overview of Aite’s Impact Matrix: Client Life Cycle Management Vendor Review
- Learn how the flexible processes of Appian’s Solution can enable monitoring strategies uniquely suited to your business
- Discover how to improve your operations with clear dashboards of process metrics