The State of KYC - Essential Insights for Asset Managers

Did you know that 74% of asset management firms have lost a client due to slow, inefficient investor onboarding? Are you aware of how much firms typically spend on a single KYC review for an institutional investor?

Discover the challenges, insights and strategies reshaping the asset management industry in our latest on-demand webinar. Based on Fenergo’s annual KYC and Onboarding Trends research report, this session explores how regulatory pressures, rising compliance costs and inefficient KYC, onboarding and transaction monitoring processes are affecting growth and profitability for asset managers.

Who Should Watch

This webinar is tailored for asset management professionals looking to benchmark your operational and compliance processes, and to help equip you with strategies for overcoming these industry challenges.

Key Takeaways

• Understand the leading causes of investor churn and how to mitigate them.
• Explore cost-cutting measures for KYC reviews while maintaining compliance.
• Learn strategies for centralizing data, streamlining processes and adapting to evolving regulations.
  
  

Meet the Expert Panel

• Neil Sheehan: Director, Cutter Associates – Moderator
• Rory Doyle: Head of Financial Crime Policy, Fenergo
• Graham O’Connell: Principal, PwC
• Adrian Whelan: Head of Market Intelligence Group, Brown Brothers Harriman
  
  

Watch Now

Watch the webinar now to gain actionable insights on how to optimize your firm’s operational and compliance goals. With best practices from leading industry experts, this session is an essential resource for refining your firm’s KYC, onboarding and transaction monitoring practices.

You can download the full research report here.