Customer on-boarding in the digital age

Customer on-boarding in the digital age

From authentication to automation: balancing customer experience with managing risk

Banking Archive

In a digital landscape where customers now expect fast and frictionless experiences, the on-boarding experience can make or break the customer’s impression of a financial services firm. This webinar will discuss how firms can meet new compliance requirements whilst creating an on-boarding strategy fit for the digital age.


  • Forecasting the future of customer on-boarding: what service will the digital customer expect?
  • Seizing the opportunities available from automation: how will the industry need to adapt?
  • How can the industry ensure a consistent and compliant on-boarding process across channels?
  • Knowing your customer: overcoming the challenge of identifying customers during on-boarding
  • Managing risk while boosting the customer experience: how can the former be used to improve the latter

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Live Video Discussion Sponsored by


Ian Hood Ian Hood Head of Digital Fidelity Bio
Emily Houghton Emily Houghton Vice President, Account Opening Barclays Bio
Phil  Brown Phil Brown Head of Retirement Propositions & Change LV= Bio
Abe Smith Abe Smith Founder & CEO Dealflo Bio
Lindley Gooden Lindley Gooden Journalist & Filmmaker Bio