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FST Media invites you to their event

Delivering Exceptional Customer Onboarding with KYC & CRM Integration

About this event

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.

Please note:

By registering for this event you are agreeing to our privacy policy, you consent to the following:

The use of your personal information for the purposes of providing direct marketing material to you; and

The disclosure of your personal information to our event partners.

Clause 3 of our Privacy Policy contains further information regarding how we may use your information to provide direct marketing material to you, and how you may opt out of any further material.

https://fst.net.au/privacy-policy/

Hosted by

  • Guest speaker
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    Brett Hodge Vice President, APAC @ Fenergo

  • Guest speaker
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    Gary Brookes Head of APAC Sales @ Fenergo

  • Guest speaker
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    Greg Beltzer Head of Technology @ RBC Wealth Management

  • Guest speaker
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    Stuart Ward Director, Industry Strategy – Financial Services @ Salesforce

FST Media

where the market meets

FST Media & FST Government produces successful technology events and industry insights for financial services and government sectors across Asia Pacific.