Alistair's blog archive

2022 (1) 2021 (3)
Alistair Catto

Alistair Catto

Managing Director at Beyond
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Bio I'm one of the co-founders of Beyond - a business transformation consultancy focused on helping financial institutions design and deliver world-class client onboarding and CLM functions. We created Beyond because we wanted to empower these organisations to dramatically increase speed, improve customer focus, reduce risk and ultimately accelerate time-to-revenue. Career History Over the past 10 years I have led the delivery of multiple large-scale implementation programmes across FTSE 100 institutions, including the global, design, development and implementation of a leading edge client onboarding system; the redesign and rollout of a revised global funds policy for one of the worlds' largest financial institutions; and the successful delivery of numerous regulatory remediation exercises in response to both the FCA and the Fed.

Blogs

Trends in Financial Services

5 initiatives to improve the digital experience of clients in Asset Management

12 Apr 2022

Digital technologies are revolutionising the Asset Management industry. From the development of digital first customer journeys to the automation of critical back-office functions, the influence of digital is now being felt across every aspect of these organisations. It’s no surprise why, KPMG report that between 2017 and 2020, digitally mature or...

Financial Risk Management

Key takeaways: Moving from periodic review to Perpetual KYC

23 Mar 2021

I recently co-hosted an industry workshop with Arachnys, a KYC and AML data specialist, exploring the potential benefits and challenges associated with adopting Perpetual KYC. Limited to just 20 participants, we were joined by representatives from several leading banks and asset managers including, Goldman Sachs, Investec, HSBC, Morgan Stanley and...

Banking Strategy, Digital and Transformation

Client onboarding assessment: Creating clarity before committing to change

02 Mar 2021

The challenges of the last 18 months, Brexit, the global pandemic and increasing demands for greater transparency and market control are driving change at a breath-taking pace in Financial Services. Banks are under great pressure to deliver efficiency and lower cost operations, and as a result, are taking an ‘invest to save’ approach within their ...

Banking Regulations

Meeting the requirements of AML 5 and 6

11 Jan 2021

Recent analysis conducted by LexisNexis highlighted that many financial institutions are struggling to complete their implementation plans for the Fifth Anti-Money Laundering Directive (5AMLD). Even more troubling was that many of those surveyed were not even aware of its key purpose. So what activities should banks be focusing on to ensure their ...