How Salesforce and AI-powered onboarding systems can cut the average 95-day KYC review process.

Financial services firms spend an average of 95 days to conduct a KYC review for a corporate client. Join Andrew Brandman, Chief Customer Officer at Fenergo, to learn how Salesforce CRM works with AI-powered customer onboarding systems in the financial sector to transform this process.

This session examines how seamlessly integrating advanced technologies, such as AI, can revolutionize onboarding and compliance processes, enhancing speed, regulatory compliance, and customer experience.

By harnessing the power of verified data, AI, and technology, banks can achieve unprecedented efficiency, ensuring strict compliance while delighting customers. Discover how these innovative solutions empower financial institutions to navigate and thrive in an evolving regulatory landscape, maintaining a competitive edge, and fostering trust and satisfaction among clients.

Key Learnings:

• Enhanced Data Management: Improved accuracy and consistency of customer data across systems
• Enhanced Compliance: Automated, accurate data verification for regulatory adherence
• Better Customer Experience: Smoother, personalized onboarding journey, fostering trust and satisfaction