Intentional Onboarding as the Foundation for Effective KYC

Event Details:
Now On Demand 
Financial institutions rely on new clients and ensuring a smooth onboarding process to drive revenue growth. However, outdated systems and fragmented data can make manual onboarding cumbersome. This leads to client friction and increased abandonment, delaying or decreasing revenue. Intentional and automated onboarding is crucial for initiating Know Your Customer (KYC) information gathering, 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 for end-to-end KYC
  • Enhancing data practices and digital outreach to improve onboarding processing time

Don’t miss this opportunity to uncover how a strategic, data-driven approach to onboarding can reduce friction and accelerate KYC processes, setting a foundation for lasting client relationships.

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

Speakers:

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

Presenting:

Jane Cummins
Head of Strategy & Change, Direct Service, AIB

Presenting:

Jane Cummins
Head of Strategy & Change, Direct Service, AIB

Now On Demand

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