Roundtable: Improving the Client Experience in KYC Without Compromising Effectiveness
Roundtable
2026-04-21 | 03:15 PM - 03:55 PM (GMT+00:00) London
Information
- How do onboarding and KYC teams balance regulatory requirements with effective and efficient onboarding times for new clients?
- How can firms leverage advanced technologies, such as digital identity verification (IDV), intelligent document processing, and workflow automation, to reduce onboarding friction without compromising compliance?
- How should firms standardise KYC data across business lines, products, and jurisdictions to reduce the duplication of onboarding information requests?
- To what extent are firms exploring corporate digital identity (CDI) to improve the client experience, and what are the main barriers to adoption?
