Are your client lifecycle management processes – including client onboarding, Know Your Customer (KYC), Anti-Money Laundering (AML) and most recently General Data Protection Regulation (GDPR) – up to the right standard for today’s pressing regulatory challenges?

Early iterations of KYC and AML applications may no longer be effective from either a compliance or competitive perspective, so what are the alternatives and how best can they be implemented? If you want to understand today’s best practices for effective and faster client lifecycle management, and the challenges of implementing them, then this webinar is for you.

Topics discussed in this webinar include:

  • What do effective client lifecycle management processes look like?
  • How to optimise data, technology, processes and people for effective management
  • The impact of GDPR on client onboarding
  • Emerging solutions for client lifecycle management
  • How to turn the burden of onboarding into competitive advantage


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