Live Panel Discussion : Wednesday, November 15 | 11:00am ET

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 The Know Your Customer (KYC) process and mountains of data have clashed with outdated tech, creating a perfect storm of chaos.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.

Join us on November 15 where we’ll 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’s on the agenda:

• ◎ 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.

Don’t miss out! Register now to watch the upcoming webinar.