BAI Webinar

Transform institutional onboarding: Connect people, process and data

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RECORDED: November 3, 2021
TIME: 1:00 - 1:45 PM CT

The onboarding and servicing of financial institutional clients is slow, inefficient, and fraught with risk. And the stakes are high—the longer the onboarding window, the greater the risk of delay or loss of revenue, or worse, the loss of a high-value customer relationship.

Join us for this complimentary BAI webinar with Josh Seeman from Appian and Phil Mackenzie from Chartis Research on how financial institutions can dramatically accelerate time to revenue and nurture the customer relationship by simplifying, automating, and personalizing the customer lifecycle management experience.

Key takeaways:

  • Creating a connected, automated and personalized onboarding experience
  • Key trends in risk, KYC and onboarding
  • Technologies to help streamline compliance and audits
  • Unifying disparate systems and data to deliver a seamless digital customer experience


Joshua Seeman
Senior Director, Financial Services Solutions

Josh is an operations leader in the financial services industry with over 20 years of experience. His responsibilities have included business process management, internal software quality assurance, and user acceptance testing practices. His industry experience spans numerous operational departments and has experience in BPM technology, data management, program development, and department strategy. His previous roles include six sigma black belt, oversight of the legal operations group, and product management operations.

Philip Mackenzie
Research Principal
Chartis Research

Phil is the Research Principal for Chartis’ Financial Crime Risk Management pillar, focusing on anti-money laundering, anti-fraud, and know your customer, as well as trade-based money laundering, trade surveillance, and related areas. He is also one of the primary analysts on Chartis’ RiskTech100, and has managed vendor selection projects in international financial institutions, produced market analysis and return on investment projects, as well as Chartis’ Risk IT Expenditure Report.

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