ON-DEMAND WEBINAR

Digitizing client outreach and onboarding in commercial, corporate and institutional banking

 


Commercial and investment banks are proactively digitizing the client lifecycle. Despite strides in digital adoption for onboarding retail customers, some banks continue to struggle with prolonged processes, primarily because of the lengthy client correspondence and dependencies during Know Your Customer (KYC).


In this webinar hosted by American Banker, our panel of experts emphasized the need for investment in digital technologies to meet client demands.

Watch the webinar to learn:
  • Challenges of corporate client outreach and understanding client needs
  • Leveraging technology and automation to improve the customer experience while meeting KYC requirements
  • Opportunities to boost customer satisfaction and retention
  • Effectively combining public and private data
  • Adherence to regulatory compliance at scale and across jurisdictions

Fill out the form to access the webinar today.

Speakers

Danielle Fugazy

Danielle Fugazy

American Banker
Alex Ford

Alex Ford

Encompass
Jo Wyper

Jo Wyper

Citizen's Bank
Ken Triemstra

Ken Triemstra

Citi
Reetika Grewal

Reetika Grewal

Wells Fargo
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Discover dynamic KYC process automation

Explore our dynamic KYC process automation platform’s features and use cases for creating real-time digital KYC profiles.

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