Achieving Competitive Advantage Through Operational Excellence In Client Lifecycle Management

In highly competitive times, the real differentiator is putting your client at the center of everything you do. With all the legacy processes and technology, increased regulatory scrutiny, and constant pressure to speed up onboarding and drive down costs, driving efficiency across client lifecycle management (CLM) and Know Your Customer (KYC) processes are no longer optional – it’s critical to achieving and maintaining competitive advantage.

Join Pega, Steve Ganis, Partner at the Mintz law firm, Matthew Faraone, Managing Principal at Capco and Dory Bowers, Director of Operations at Congress Asset Management to discuss why Wealth Management and Asset Management firms must accelerate their adoption of new technologies for continued success in “the next new normal.”

The session will include insights on:

• Regulatory and industry themes impacting operational models today and in the future
• How to drive efficiency across CLM and KYC in Wealth Management and Asset Management
• How to put client experience at the center of building resilient, sustainable enterprises
• Strategies for embracing digital solutions that streamline operational processes