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KYC & Onboarding Trends in Asset Servicing 2024
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Navigate the Future of KYC in Asset Servicing
Are you an asset servicing professional grappling with the ever-evolving landscape of Know Your Customer (KYC), investor onboarding, transaction monitoring and regulatory compliance? Fenergo's 'Benchmarking KYC: Data-Driven Insights for Asset Servicers' offers critical insights to help you navigate these challenges and unlock success in 2025 and beyond.
This industry research report delves into the key trends shaping KYC, onboarding and transaction monitoring in the asset servicing sector, providing a benchmark against which firms can assess their own processes and technology investments. Based on a survey of over 300 C-Level executives in Tier One asset servicing firms in the UK and US with $1 billion or more in Assets Under Administration (AUA), this study, conducted in September 2024, offers a clear picture of the current state of the industry.
Why should you download this report?
• Gain a clear understanding of the current KYC , onboarding and transaction monitoring landscape: Benchmark your firm's challenges and performance against industry peers.
• Identify key areas for improvement: Understand the inhibitors to operational efficiency and the impact of outdated processes.
• Learn about technology investment priorities: Discover where other firms are focusing their technology investments to address regulatory and operational risks.
• Understand the impact of inefficient processes on investor retention: Learn how slow onboarding and poor reporting can lead to lost business.
• Explore the role of technology and automation: Discover the potential of Client Lifecycle Management (CLM) systems, Artificial Intelligence, and Machine Learning in streamlining KYC, onboarding, and compliance.
• Prepare for future regulatory changes: Understand the evolving regulatory landscape and the importance of proactive compliance strategies.
Download the report today to gain the data-driven insights you need to optimize your KYC and onboarding processes, enhance investor experience, and navigate the complex regulatory environment.