S&P Global Market Intelligence and Validatis, a provider of company information from primary sources with the capability of representing regulatory verification processes, have joined forces in a collaborative podcast series that addresses some of the trends and challenges within the financial services industry given ever-increasing regulatory requirements. The podcasts provide insight into the importance of effective client lifecycle management programs to streamline KYC and onboarding efficiency, and how to scale opportunities with Managed Services to remain regulatory compliant.
Sam Jarrett, Regulatory Compliance Product Specialist at S&P Global Market Intelligence, discusses how the financial services industry is embracing client lifecycle requirements amidst a complex regulatory landscape and technological advancements.
Listen below to episode 1 ‘Data Insights: enhancing regulatory compliance and client lifecycle management’, which tackles the following themes:
- Data’s role in client acquisition and retention.
- Application of data models.
- Challenges faced accessing quality data.
- Costs of manual processes.
- Counterparty data maintenance.
We invite you to look out for Episode 2 – Technology & Automation Insights being released Wednesday, May 15th.
To find out more about Client Lifecycle Management, visit CLM Pro or register your interest for a demo.
To learn more about Services for Client Lifecycle Management, visit Managed Services.