Please fill out all required fields
The mandate to grow revenue and capitalize on new opportunities while at the same time reducing operating expenses puts the end-to-end client journey at the very center of every financial institution's organizational agenda. And for most institutions, the journey must be more digital, seamless, more connected and more compliant.
Effective client lifecycle management (CLM) must begin with a connected, automated and personalized onboarding experience that unifies data collection and provides the foundation for capturing subsequent interactions with the client. And this foundation is critical for conducting more effective and ongoing KYC and AML reviews and investigations, and for end-to-end management of regulatory requirements across client journeys.
Watch this session to learn more about our vision and platform for a connected client journey that provides more unified and richer insights into your clients as part of KYC reviews and AML investigations.