Alpha FMC Best Practices: Achieving an Integrated Customer Journey from KYC and Beyond

Laura Paul, Industry Leader, Financial Services, Appian
Elizabeth Rubenfield, Senior Product Manager, Appian
Matt Harris, Associate Director, Asset & Wealth Management Consulting - North America, Alpha FMC
Sam Iles, Director, Co-Head of Distribution - AWM, Alpha FMC

Financial institutions use Know Your Customer (KYC) policies, procedures, and systems to reduce business risk. But fragmented processes, manual intervention, and lack of operational insight pose significant challenges for compliance teams. Join Alpha FMC experts for best practices on how to automate tasks, save time and costs for compliance officers, and deliver faster service to clients, and get a sneak peek of our new solution, Connected KYC.