The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area.
Tom Burroughes, editor of WealthBriefing and its sister news services, talks to smartKYC chief executive Dermot Corrigan about developments in and around the know-your-client space. We discuss areas such as trends in how media sources are monitored, the integration of ESG approaches, and how KYC can be a positive differentiator, not a "grudge" purchase.
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