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Our Thinking on Financial Crime, Compliance, and Innovation.
The Investor Lifecycle in 2026: 5 Takeaways That Should Be on Every Fund Manager's Radar
I recently had the privilege of moderating a session with two of the sharpest minds in fund services: Neil DeRosario, VP of Buy Side Product at Fenergo, and Aman Abahel, Global Head of Fund Services at TMF Group. The conversation was candid, data-driven, a
KYC, AML & Transparency for Cryptocurrencies & Initial Currency Offerings (ICOs)
This podcast is based on the latest market research into the challenges facing institutions, issuers, exchanges, & investors in determining viability & suitability, for investing in crypto-currencies, ICOs and derived offerings. How can we solve the KYC, A
Delivering Digital Client Onboarding for Better Client Experience
Fenergo andAccenturejoin forces to present a target operating model for how commercial and business banks can design their digital client journeys from end-to-end to deliver a better client experience throughout initial client onboarding and throughout the
Untangling the Spaghetti Junction: Digital Client Onboarding for Asset Managers and Asset Servicers
Despite the massive push for innovation and digitalization in the financial services industry, there are large gaps remaining for manyAsset ManagersandAsset Servicers. Manual processes such as spreadsheets and hard copies of data and documents are still co
Best Practices For Client & Counterparty Data Management
The role of client and counterparty risk management has assumed greater strategic importance over the last few years in light of heightened regulatory scrutiny and the introduction of new rules around AML/KYC, ultimate beneficial ownership, global data pri
5 Key Challenges Impacting the HNW Client Experience in Asia-Pacific
It is estimated that HNW client wealth will exceed $42 trillion by 2025 in APAC making this region the world leader in HNWI population and wealth. Yet, despite high returns on investment, Asia-Pacific HNW client satisfaction with their wealth management fi
Revolutionizing Digital Investor & Fund Onboarding
Societal attitudes are changing at a rapid pace. People want results in a fast, seamless and digital manner, free from red tape. These sentiments are no different in the investor space, with digitalization enabling frictionless transactional activities at
The Automation of AML & KYC Regulation for Asset Managers
With a recent influx of large-scale Anti-Money laundering (AML) andKnow-Your-Customer (KYC)enforcement actions, those within the Asset Management sector must now find the perfect balance between active regulatory adherence and delivering a positive end-to-
The Future of Client Onboarding for Financial Institutions
Emerging new technologies are revolutionizing how financial institutions conductclient onboardingprocedures across their organizations. The drive towards digital transformation is led in equal parts by the need to tackle operational challenges, as well as
Why Digitalization is the way forward for Private Banking & Wealth Management
High net worth (HNW) clients that utilize the services of a private bank have traditionally been given a bespoke, personal experience associated with luxury brands, namely their own dedicated investment advisor, personalized products and services and a rel
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