BAI Webinar Transform institutional onboarding: Connect people, process and data

Presented by

Joshua Seeman Senior Director, Financial Services Solutions Appian and Philip Mackenzie Research Principal, Chartis Research

About this talk

The onboarding and servicing of financial institutional clients is slow, inefficient, and fraught with risk. And the stakes are high—the longer the onboarding window, the greater the risk of delay or loss of revenue, or worse, the loss of a high-value customer relationship. Join us for this complimentary BAI webinar with Josh Seeman from Appian and Phil Mackenzie from Chartis Research on how financial institutions can dramatically accelerate time to revenue and nurture the customer relationship by simplifying, automating, and personalizing the customer lifecycle management experience. Key takeaways: Creating a connected, automated and personalized onboarding experience Key trends in risk, KYC and onboarding Technologies to help streamline compliance and audits Unifying disparate systems and data to deliver a seamless digital customer experience

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