--- title: Embracing KYC transformation | Encompass whitepaper description: Explore the drivers behind KYC transformation initiatives, the challenges firms face, the approach to take to ensure successful adoption. Learn more. image: https://insights.encompasscorporation.com/hubfs/Landing%20pages/Whitepaper_Q2-campaign_Embracing-KYC-transformation_HS-featured.jpg --- - Support / Login [Contact us](https://www.encompasscorporation.com/contact) [![Encompass Corporation](https://insights.encompasscorporation.com/hubfs/Landing%20pages/Logos/Encompass%20nav%20logo.svg "Encompass Corporation | The Full Picture, Fast.")](https://www.encompasscorporation.com/) - [Platform](https://www.encompasscorporation.com/encompass-platform/) - [Solutions](https://www.encompasscorporation.com/encompass-customers/) - [Partners](https://www.encompasscorporation.com/encompass-customers/encompass-partners/) - [How it works](https://www.encompasscorporation.com/ec360/) - [About us](https://www.encompasscorporation.com/about-encompass/) - [Resource hub](https://www.encompasscorporation.com/resource-hub/) - [Careers](https://encompass.pinpointhq.com/) - [Contact](https://www.encompasscorporation.com/contact/) *close* ### Select a Product [Encompass Confirm](https://encompassconfirm.com/#/login) [Encompass Verify](https://encompassverify.com/#/login) [Encompass Uncover](https://saiglobal.encompassuncover.com/#/login) Need further assistance? [Visit Support Centre](https://success.encompasshost.com/hc/en-us) ###### ![Icon_Webinar \[SeeSaw\]_2021](https://insights.encompasscorporation.com/hubfs/Landing%20pages/Icon_Whitepaper%20%5BSeeSaw%5D_2021.svg) WHITEPAPER # **Embracing KYC transformation** --- Automation and technology are fundamental to creating more robust and efficient KYC programs. However, to successfully transform KYC, financial institutions (FIs) need to view KYC transformation holistically, taking into consideration all the challenges associated with any large-scale change program. To harness the power of KYC automation FIs need to embrace KYC transformation by aligning policy, people, process, data and technology. --- #### In this whitepaper we explore: - The need for KYC transformation - Factors behind this need for change - Potential challenges to consider - The blend of ingredients required - KYC transformation - five steps to success [![Read more whitepapers](https://no-cache.hubspot.com/cta/default/6032599/047349ad-8ad0-4c39-b103-ad6e65c19d72.png)](https://cta-redirect.hubspot.com/cta/redirect/6032599/047349ad-8ad0-4c39-b103-ad6e65c19d72) ![Howard Wimpory, KYC Transformation Director | Encompass](https://insights.encompasscorporation.com/hubfs/Landing%20pages/Webinar_Cost-of-getting-it-wrong_Howard-Wimpory.png) #### Howard Wimpory ###### KYC Transformation Director Read bio + Howard is the KYC Transformation lead at Encompass, working with Tier 1 banks to digitally transform their KYC onboarding and refresh processes. Driving control, capacity and colleague benefits through the use of the highly impressive Encompass platform. Prior to this he held a number of executive level operational roles with a major global bank including leading their wholesale KYC onboarding and refresh functions. [LinkedIn »](https://www.linkedin.com/in/howard-wimpory-022447134/) ![Encompass Corporation | Brand Logo](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/brand/full-brand-white.svg "Encompass Corporation") [Contact us](https://www.encompasscorporation.com/contact/) ##### Product features - [Dynamic KYC process automation](https://www.encompasscorporation.com/kyc-aml-platform/kyc-automation/) - [Global public and premium data](https://www.encompasscorporation.com/kyc-aml-platform/kyc-data-sources/) - [UBO verification](https://www.encompasscorporation.com/kyc-aml-platform/ubo-verification/) - [Real-time digital KYC profiles](https://www.encompasscorporation.com/kyc-aml-platform/ekyc-digital-kyc-profile/) - [API](https://www.encompasscorporation.com/kyc-aml-platform/kyc-api/) - [Dynamic audit trail](https://www.encompasscorporation.com/kyc-aml-platform/digital-audit-trail/) - [PEP, sanctions and adverse media screening](https://www.encompasscorporation.com/kyc-aml-platform/pep-sanctions-and-adverse-media-screening/) ##### Solutions - [KYC onboarding](https://www.encompasscorporation.com/kyc-aml-platform/know-your-customer/) - [Corporate customer due diligence](https://www.encompasscorporation.com/kyc-aml-platform/corporate-customer-due-diligence/) - [Perpetual KYC](https://www.encompasscorporation.com/kyc-aml-platform/perpetual-kyc-due-diligence/) - [KYC remediation](https://www.encompasscorporation.com/kyc-aml-platform/kyc-remediation/) ##### About Encompass - [About us](https://www.encompasscorporation.com/about-encompass/) - [Resource hub](https://www.encompasscorporation.com/resource-hub/) - [Contact](https://www.encompasscorporation.com/contact/) - [Media center](https://www.encompasscorporation.com/media-center/) - [Careers](https://encompass.pinpointhq.com/) - [![Social Channel | Twitter](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/icons/ui/twitter.svg "Twitter")](https://twitter.com/EncompassCorp) - [![Social Channel | LinkedIn](https://www.encompasscorporation.com/wp-content/themes/website-encompass/_assets/icons/ui/linkedin.svg "LinkedIn")](https://www.linkedin.com/company/encompass-corporation) - **NORTH AMERICA** [+1 332-245-4398](tel:+1%20332-245-4398) - **EMEA** [+44 333-772-0002](tel:+44%20333-772-0002) - **APAC** [+61 300-362-667](tel:+61%20300-362-667) - ![](https://www.encompasscorporation.com/wp-content/uploads/2023/07/ISO_Accreditation-white.png "ISO_Accreditation-white") - [![Powered by AWS Cloud Computing](https://d0.awsstatic.com/logos/powered-by-aws-white.png)](https://aws.amazon.com/what-is-cloud-computing) --- © Encompass Corporation 2025. 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