Client Lifecycle Management (CLM), A Practical Demonstration of the Industry’s Leading Solution & Services
Every financial institution in the world is facing a perfect storm of spiraling regulatory change which is putting additional pressure on banks to collect more data and documentation from clients, increasing the cost of compliance and seriously impacting operational efficiency.
Join us for our upcoming webinar where we will provide a practical demonstration of client lifecycle management and discuss best practices.
- Market Trends & Best Practices
- How to Improve Client Onboarding Times & Enhance Client Experience;
- How to Reduce KYC Costs & Increase Operational Efficiency
Our market experts, will also answer any audience questions via our pre-event poll and real-time Q&A session. The webinar will be moderated by Conor Coughlan. With over 20 years’ experience in the Banking, Financial Services & Insurance sectors, Conor is an award-winning marketer and a Top 30 #RegTech Influencer.
For further information and queries please feel free to contact us at [email protected].
Greg Watson, Global Head of Sales, Fenergo
Greg leads Fenergo's global sales team, he previously worked in HSBC as Managing Director & Global Head of the Client Management Group for the Global Banking & Markets division, responsible for building out a client-facing organization to manage client onboarding and due diligence across 30+ countries.
Sinead O'Sullivan, Senior Client Solutions Consultant, Fenergo
Sinead works with Fenergo's global community of prospective clients to develop solutions that fit their needs. She has over 12 years’ Financial Markets experience across Client Lifecycle Management, Securities Finance, Equity Derivatives and Enterprise Collateral Management.
Joe Dunphy, VP Product Management, Fenergo
Joe is responsible for the overall delivery of product strategy and design across the Fenergo suite of applications. With a strong background in regulatory compliance solutions, Joe has deep banking and regulatory knowledge.