Effective client lifecycle management extends beyond initial onboarding. It involves continuous monitoring, relationship management, and customer engagement. Here are some strategies to enhance CLM: Risk-Based Approach Adopt a risk-based approach to client management. Prioritise high-risk clients for more frequent reviews and enhanced due diligence...
27 November 2024
In the rapidly evolving financial landscape, implementing a robust KYC/AML platform is paramount for financial institutions. Effective processes not only ensure regulatory compliance but also enhance customer experience and streamline operations. This blog outlines the steps for a successful KYC/AML platform implementation, addresses common challe...
17 July 2024 RegTech
You never get a second chance to make a great first impression and since onboarding a new client is your first main contact between your company and your new client, the experience should not be confusing or frustrating. The onboarding experience is often viewed as the foundation for what dealing with your company will be like, so having a trustwo...
21 July 2022 RegTech
Banking Regulations
Biometrics
Financial Services Regulation
Paul BannertonBusiness Development Manager at Solarc International
Maximiliano Gonzalez AyesaBusiness Development Manager at Infosys
Mohammad ShahidBusiness Development Manager at Broadridge CityNetworks (Asia)
Monika OlszówkaBusiness Development Manager at Comarch
Amine SaidiBusiness Development Manager at Edgar, Dunn & Company
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