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Investor Onboarding: The Digital Revolution

For many Asset Management firms, the investor onboarding and ongoing lifecycle management journey has long been a maze of frustration and inefficiency. The Know Your Customer (KYC) process and mountains of data have clashed with outdated tech, creating a perfect storm of chaos. Data silos, operational bottlenecks and risk exposure lead to long onboarding times, delayed revenue and investors left tapping their fingers.

Watch the webinar recording where you’ll hear from Jay Krish, Head of Data Governance for Financial Crimes Compliance at State Street Bank, Cindy Castellano, CEO at Cutter Associates and Terry Flynn, Managing Director of Asset Management at Fenergo. We explore the key risk, compliance and operating challenges currently facing Asset Management firms, and offer a case study view of what good looks like when these processes are streamlined, integrated and digitalized.

Here's what you will learn:

  • How to more effectively manage and utilize investor data across the organization
  • Understand how to mitigate regulatory risk, whilst minimizing additional operational and cost overhead
  • Gain insights on how to increase operational efficiency across the investor lifecycle
  • Learn how recent technology trends can help to streamline investor onboarding.

Learn more about Fenergo Asset Management