Keeping Pace with Global Regulatory Change & Client Lifecycle Management Transformation
“The deciding factors for us was what is offered on the box. When we looked at the pack of stack, you get the complete stack. You don't have to get different components together.”
- Sandeep Jain, Lead Architect & Development Manager, Client Lifecycle Management Technology, Barclays
Complex global regulations affect the entire client lifecycle. In particular, new rules for client onboarding and KYC due diligence are rapidly evolving. Keeping pace with regulatory changes (including AML, Dodd-Frank, FATCA, EMIR, and MiFID II) for complex institutional clients during the client lifecycle journey is driving banks to reevaluate current processes and technology on a global scale across lines of business. Hosted by Reetu Khosla, Pega's Senior Director for Risk, Compliance and Onboarding, this client panel will share best practices and practical suggestions for using technology and global regulatory expertise to tackle the challenges.