FIMA Europe 2019

19 - 20 November, 2019

QEII Centre, London

44 (0) 207 036 1345

Chor Teh, Head of Client Lifecycle Management at Investec

Chor Teh


Head of Client Lifecycle Management
Investec

Check out the incredible speaker line-up to see who will be joining Chor.

Download The Latest Agenda

Day Two – Wed 20 November 2019

Tuesday, August 11th, 2020


2:45 PM Panel with Live Polling - How to Affordably Automate, Simplify and Streamline Client Lifecycle Management, KYC and AML Processes

  • How to design a more agile and lean client lifecycle strategy?
  • How to engage the business in delivering your new strategy
  • Which parts of the client lifecycle should you automate?
  • How can you leverage new tools and systems to help you simplify your client lifecycle management strategy

4:05 PM Practitioner Use Case – Entrepreneurial Approaches to Clienf Lifecycle Management

  • Why does your client lifecycle strategy need an overhaul?
  • How can better data strategies contribute to the transformation of client lifecycle management?
  • What should you vs what can you automate and streamline across the end-to-end client lifecycle?
  • Tools and technologies that can help you improve the client experience