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PRACTICAL GUIDE: Client onboarding digitisation

By February 13, 2022May 9th, 2023No Comments2 min read

End-to-end digitisation is a priority financial institutions can’t afford to postpone any longer.

The world has embraced the new contactless paradigm. Customers expect seamless digital interactions with their providers, irrespective of the challenges that this poses to vendors’ internal operational structures. This specifically applies to the area of KYC compliance and client onboarding. Not having a fully digitised and remote front- and back-end process in place hinders FIs’ ability to acquire new clients or provide new financial services to existing ones.

The digitisation of client onboarding presents a number of risks related to inaccurate initial scoping, unrealistic implementation timelines or ill-fitting third-party solutions.

Based on our experience working with clients on a wide range of digital onboarding implementations, we have developed a practical guide to support teams in the initial – and crucial – phase of their digital transformation project and RegTech implementation.

Download our guide to discover the key steps each team should perform during the preliminary analysis and planning phases of any digital onboarding implementation.

    Download the Practical Guide Now






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    Last updated on May 9th, 2023 at 09:27 pm

    Maggie Maspero

    Maggie Maspero

    Margherita Maspero is a marketing expert with ten years of experience in marketing strategy and brand development at international RegTech companies across Europe and Asia. Prior to joining Know Your Customer, Margherita held various positions building brands and driving commercial growth through effective marketing strategies at fast-growing B2B start-ups and scale-ups in London, Dublin and Milan. A graduate of the University of Milan, Margherita holds a Master’s from University College London (UCL).