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The future of digital Client Lifecycle Management & KYC

  • January 24, 2019
  • 11:00 AM - 12:00 PM EST

As digitization becomes ever more essential in the world of Client Lifecycle Management: Onboarding and KYC, financial institutions are looking to RegTech solutions to stay ahead. The key drivers for this include the need to: enhance customer experiences, drive operational efficiencies, and manage constantly changing local and global regulatory requirements…to name a few.

There is no doubt that RegTech is here to stay and will be at the heart of the Client Lifecycle Management and KYC evolution. How can RegTech be part of the digital transformation of onboarding?

In this webinar, EY and Pega discuss the trends and innovations in digital Client Lifecycle Management and KYC, which can benefit financial institutions as part of their digital transformation strategy.

Join us to learn:

  • Future-proofing: Zero code impact and design for the future
  • Front-to-back office CLM transformation: Where do banks start in their digital transformation strategy of onboarding & KYC?
  • Innovation through Robotics, AI, and Blockchain

Speakers

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Rob Mara

Principal, EY

Rob Mara is a New York-based Principal in Ernst & Young’s Advisory Services practice who leads the Regulatory Compliance Tech and Ops practice and the Onboarding practice. He has over 20 years of experience in the industry serving multiple capital markets, retail, asset management, and banking clients in the areas of AML, onboarding, brokerage compliance, enterprise compliance, reporting, and fraud management as well as multiple engagements with self-regulatory organizations and regulators.

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Reetu Khosla

Global Head of Client Lifecycle Management and KYC, Pegasystems

Reetu leads Pega's Client Lifecycle Management and KYC business. She has more than 20 years of experience in anti-money laundering, global banking, and technology innovation. Reetu collaborates with global banks and the industry on innovation in RegTech, including front-to-back office onboarding transformation, KYC, Sanctions, AI, Robotics, and Blockchain.

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Moderator

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Bob DeLaney

Managing Director - Sales, Pegasystems

Bob DeLaney is Managing Director (Sales) for Pega CLM 7 KYC. He has over 20 years of experience in Banking, Sales & Trading and Risk & Compliance software services. He has held roles in London, Toronto and New York for Thomson Reuters, LexisNexis, Bloomberg, and Alacra. He has presented at numerous KYC & CLM events including ACAMS and TBM, focusing on Digital Transformation and Client Onboarding. He is Manchester United’s #1 fan and lives in Boston.

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