Delivering Exceptional Customer Onboarding with KYC & CRM Integration

20 April 2021

Delivering Exceptional Customer Onboarding with KYC & CRM Integration

Customer-facing teams are often stuck between a rock and a hard place; between the client looking for an easier, frictionless experience and their compliance colleagues seeking to ensure compliance with an ever-increasing number of regulatory obligations.

How can your firm automate to accelerate onboarding and streamline customer due diligence?

Join Fenergo, Salesforce and RBC Wealth Management for an interactive session where we will explore how by integrating Customer Relationship Management (CRM) and RegTech systems, you can break down silos, automate regulatory compliance and deliver a faster, seamless customer onboarding process.

In this webinar, you will learn how to:

  • Deliver a 360-degree customer view, rapid onboarding and lightning speed compliance
  • Eliminate manual processing and boost front office productivity with intelligent automation
  • Leapfrog your competitors and become truly digital for long-lasting customer relationships.

Moderator:

  • Gary Brookes, Head of APAC Sales, Fenergo

Speakers:

  • Brett Hodge, Vice President, APAC, Fenergo
  • Stuart Ward, Director, Industry Strategy – Financial Services, Salesforce
  • Greg Beltzer, Head of Technology, RBC Wealth Management
  • Start Date
    20 April 2021 2:00 pm