Integrating KYC into Account Opening across Retail, Commercial, and Wealth Management business lines.

Podcast

Integrating KYC into Account Opening across Retail, Commercial, and Wealth Management business lines.

Episode Summary

Pre-Recorded Podcast: Speakers Kevin Runyon, Nancy Schneier, and Sam Lisker discuss integrating KYC into account opening across retail, commercial, and wealth management business lines.

Featured Speakers

Kevin Runyon, EVP, Chief Information Officer and Chief Digital Officer, Peapack-Gladstone Bank
Nancy Schneier, Chief Revenue Officer & Founder, Vikar Technologies
Sam Lisker, EVP, Business Intelligence, Innovation & Finance, ABA

Sponsor

Vikar Technologies

Vikar is revolutionizing the way banks do business today. We are the only company providing software in which customers, lenders, branch managers, underwriters, KYC, and operation teams collaborate from a common interface across loans, deposits, treasury, and wealth management. Our Loan Lifecycle and Client Lifecycle Management software solutions save banks time and money by streamlining onboarding and lifecycle operations; allowing banks to efficiently onboard new clients & loans and grow revenue faster. The One Vikar solution is built with a holistic view of a bank’s business and completely integrates into the core banking system. Smarter Modern Banking: One Vendor, One View, One Vikar

Integrating KYC into Account Opening across Retail, Commercial, and Wealth Management business lines.