Relationship Managers (RMs) can make the difference between whether a customer maintains and expands their relationship with your financial firm or not.

However, when it comes to customer onboarding and KYC compliance, many front office teams are failing to deliver a fast and convenient digital experience. In fact, half of all relationship mangers spend at least 27% of their working week on onboarding admin due to compliance roadblocks and a lack of transparency across the organisation.

How can your financial services firm liberate relationship managers and connect front-to-back office systems for seamless onboarding and streamlined regulatory compliance?

In this report, you will learn:

  • The benefits of integrating front and back office systems
  • How to optimize the flow of customer data across your organization
  • Why you should embrace a distributed KYC compliance model for better customer relationships

Download the Whitepaper to find out more!