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ON-DEMAND WEBINAR

Keeping good company webinar: streamlining client onboarding with CDI  

Unlock exclusive insights anytime from our on-demand webinar

 

Submit the form to access valuable insights, expert discussions and cutting-edge strategies to drive streamlined client onboarding.  

The webinar summarizes insights from three reports by Chartis and Encompass that examine the challenges that banks face around client onboarding, and how they can address them. 


Topics covered include: 

  • The pain points banks face in onboarding clients 
  • How automated corporate digital identity (CDI) can address the challenges 
  • Strategies and best practices banks can employ to implement successful, cost-effective and long-term CDI 

Complete the form to access the on-demand webinar. 

Alex-Ford

Alex Ford

CRO & President, North America Encompass Corporation Bio

Alex is the Global Chief Revenue Officer and President of North America for Encompass Corporation. Based in New York, Alex drives business growth globally for Encompass, working with customers, partners, and the wider financial services industry to transform the Know Your Customer (KYC) sector with Corporate Digital Identity (CDI).   

Since 2012, Alex has held various Executive positions at the company, including leadership of the UK and North America operations. Prior to Encompass, Alex worked in innovation and marketing roles for coaching, leadership, and technology businesses in APAC. 

A passionate advocate for women in tech, Alex co-founded Women in RegTech New York. Alex also serves on the board of The RegTech Association and collaborates with the Business Information Industry Association and other industry groups. She has received extensive industry recognition including being named a Female Executive of the Year in the 21st Annual The Stevie Awards for Women (2024), Top 20 Women in FinTech 2024 by American Banker, Innovate Finance's Women in FinTech Powerlist 2023, and as a 2022 NYC FinTech Inspiring FinTech Female Leader.  

Howard-Wimpory-1

Howard Wimpory

KYC Transformation Director Encompass Corporation Bio

Howard is the KYC Transformation Director at Encompass, working with Tier 1 banks to digitally transform their KYC onboarding and refresh processes.

He has held a number of executive-level operational roles with a major global bank including leading their wholesale KYC Onboarding and Refresh functions.

His most recent role prior to Encompass was Managing Director, Group Financial Crime Operations at Barclays Bank, where amongst other functions, he was accountable for leading KYC Remediation of Corporate and Investment Bank Client records to an FCA committed timeline.

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Nick Vitchev

Research Director Chartis Bio Nick is the Research Director leading the Financial Crime practice at Chartis. Prior to joining Chartis in 2022 he spent 7 years at RELX in a number of strategy roles focussing predominantly on the Financial Crime and Compliance businesses. Prior to RELX, Nick spent 10 years in a variety of strategy roles at Tier 1 Banks, in payments and other financial technology firms.

Keeping good company: streamlining client onboarding with CDI

In a series of three reports Chartis and Encompass examine the challenges that banks face around corporate client onboarding, how automated corporate digital identity (CDI) systems can help and strategies and best practices to implement successful, cost-effective and long-term CDI.

Discover corporate digital identity

Explore our CDI platform’s features and use cases for creating real-time digital customer profiles.

Find out more