KYC
Web Seminar

Digitizing client outreach and onboarding in Commercial, Corporate and Institutional banking

Past event date: June 6, 2024 Available on-demand 60 Minutes
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WATCH NOW

Is the digital divide in client onboarding putting institutional banks at risk of falling behind more agile competitors? Did you know that faster onboarding of clients can be a catalyst for growth and enhance profitability ratios?

Commercial and investment banks are proactively digitizing the client lifecycle. Despite strides in digital adoption for onboarding retail customers, some banks continue to struggle with prolonged processes, primarily because of the lengthy client correspondence and dependencies during Know Your Customer (KYC).

Unsure of where you stand? Watch this webinar where experts discuss how your onboarding process can steer you ahead of the curve.

In this webinar we cover:

  • Challenges and causes of repetitive client outreach
  • Pros and cons of self-service and portal models, and client expectations
  • Opportunities to boost customer satisfaction and retention
  • Effectively combining data shared privately by clients with external sources
  • Adherence to regulatory compliance at scale and across jurisdictions
KYC
Speakers
  • Danielle Fugazy
    Contributing Editor, American Banker
    Arizent
    (Moderator)
  • Alex Ford
    President, North America
    Encompass
    (Speaker)
  • Jo Wyper
    Head of Digital & Operations for Commercial Banking
    Citizens Bank
    (Speaker)
  • Reetika Grewal
    Executive Vice President, Head of Digital, Commercial Bank & Corporate and Investment Bank
    Wells Fargo
    (Speaker )
  • ken-triemstra.png
    Ken Triemstra
    Global KYC Policy, Standards, and Advisory Executive
    Citi
    (Speaker)