Managed Services Insights: The client lifecycle management solution

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 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.

Are you up to speed on how the industry is tackling client lifecycle obligations and the role Managed Services plays? In this episode, Sam focuses on the following:

• Benefits and considerations of externalizing operational functions.
• Industry trends.
• Budgetary and operational efficiencies.
• The relationship between data, technology and Managed Services.