Transforming the End-to-End Client Onboarding Journey for the Customer of Tomorrow

written by
published date
July 31, 2024
category
Client Lifecycle Management
reading time
1
min

Key takeaways

  1. The key industry challenges facing corporate and institutional banks
  2. What lies ahead on the regulatory roadmap for 2020/2021
  3. How to transform the client experience with a single 360 client view

Corporate and institutional banks are caught between a rock and a hard place – between continuous regulatory change and the need to constantly collect, process and update client and counterparty data, resulting in a lengthy, fragmented client onboarding process.

Now they are faced with a digital arms race to deliver an exceptional end-to-end client experience.

Join Fenergo’s industry experts for an exploration of the current state of client onboarding and regulatory compliance within C&IB and discover what best practice client lifecycle management looks like.

In this podcast, you’ll learn:

  • The key industry challenges facing corporate and institutional banks

  • What lies ahead on the regulatory roadmap for 2020/2021

  • How to transform the client experience with a single 360 client view

Speakers: Conor Coughlan – Chief Marketing Officer, Fenergo Greg Watson – Global Head of Sales, Fenergo Rachel Woolley – Regulatory Consultant, Fenergo Joe Dunphy – VP Product Management, Fenergo  Learn more about Fenergo’s Client Lifecycle Management solutions today. https://www.fenergo.com/wp-content/uploads/2020/08/1.-Transforming-the-End-to-End-Client-Onboarding-Journey-for-the-Customer-of-Tomorrow.mp3

 

 

Frequently Asked Questions

1/10

What competitive pressure are firms facing in delivering client experience?

Now they are faced with a digital arms race to deliver an exceptional end-to-end client experience.

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