Best practice solutions for client lifecycle management

FROM
DataManagementReview.comSeptember 14, 2016
Best practice solutions for client lifecycle
management
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FROM
Welcome to A-Team Group’s webinar:
Best practice solutions for client lifecycle management

FROM
Moderator:
Sarah Underwood, Editor, A-Team Group

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Panel Member: Andy Simpson, Head of Client Data and
Operations, ICBC Standard Bank
Areas of Expertise:
• Andy has strategic responsibility for client data
management operations
• He is a subject matter expert to the ICBCS legal entity
programme - reshaping the legal entity onboarding
operating model

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Panel Member: Mark Davies, Managing Director, DTCC,
and General Manager, Avox Data Services
Areas of Expertise:
• General Manager of Avox for the past four years, leading
strategy, business development and expansion of
services
• 20 years working in banking operations, risk and finance
functions, specialising in data management
• Regional manager for DTCC in EMEA

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Panel Member: Joe Dunphy, Vice President Product
Management, Fenergo
Areas of Expertise:
• Responsible for overall delivery of product strategy and
design across suite of Fenergo applications
• Over 10 years working in regulatory compliance and
regulatory data environments
• Strategically manages Fenergo’s Client Advisory Boards
and Regulatory Forums
• Takes an active participation in Fenergo’s global industry
roundtable series

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State of play on client lifecycle management
Business and regulatory drivers behind improvement
Challenges of getting client lifecycle management right
Best practice approaches to data and implementation
Experience of data management practitioners
Requirement for high quality entity data
Benefits of a successful client lifecycle implementation
Key steps to improve your client lifecycle management
Talking Points

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What is the state of play on client lifecycle
management?

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What are the business and regulatory drivers
behind improvement?

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What challenges do financial institutions face?

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What practical approaches can firms take to
implement client lifecycle management and what
is the best approach to workflow?

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How do firms approach client data compared to
other data content? Are there entity data nuances
for client lifecycle management?

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From a data management practitioner’s
perspective, which approaches and processes are
working well and which are not?

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What best practice solutions are emerging to
automate ongoing client lifecycle management,
including review requirements?

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How can high quality entity data improve the
client lifecycle management process and what
results can it support?

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What benefits can firms gain from a successful
client lifecycle implementation?

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What challenges are still outstanding and how
can they be tackled?

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Are there capabilities that could be added to
entity data to improve quality or straight through
processing for client lifecycle management?

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What key steps should data practitioners be
taking now to improve client lifecycle
management?

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Thank you to our sponsors
Contact us at:
entitydata@dtcc.com
Contact us at:
info@fenergo.com

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Best practice solutions for client lifecycle management

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