Client Lifecycle Management

The Review - The onboarding tightrope

Financial services firms need to find a balance between a smooth onboarding experience for clients while complying with a growing list of rules...

Contributor

Tracey brings over 20 years of extensive KYC operational experience predominantly overseeing the delivery of KYC operations, implementation and client experience.

Tracey Allen
Head of CLM Services

Financial services firms need to find a balance between a smooth onboarding experience for clients while complying with a growing list of rules...