Intentional Onboarding as the Foundation for Effective KYC


Financial institutions rely on new clients and seamless onboarding to effectively grow revenue, but outdated systems and fragmented data make manual onboarding slow and error-prone, creating client friction, increased abandonment and delayed revenue. A modern, automated approach to onboarding is essential for initiating Know Your Customer (KYC) information gathering and laying the foundation for a strong KYC program. 


During the session, experts will discuss:

    • How the right combination of processes, data, and automation can speed up and clean up FIs onboarding backlog 
    • Modern client onboarding best practices to lay the foundation and process pipes for end-to-end KYC 
    • Enhancing data practices and digital outreach to improve onboarding processing time 

For additional insights, explore how data plays a key role in onboarding success in our blog post, Start Smart: Using Data to Streamline Client Onboarding

Speakers:

Ben Marsh, Global Head of Client Lifecycle Management
Caroline Murphy, Director, Product Marketing, Onboarding & KYC Solutions

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