Скачать или смотреть How RBC Capital Markets Is Transforming Client Onboarding

What if KYC wasn’t a compliance burden — but a competitive advantage?

Lori Messer, Global Head of Business and Client Services at RBC Capital Markets, explains how corporate digital identity is reshaping client onboarding and client lifecycle management (CLM).

Rather than treating onboarding as a regulatory checkbox, RBC Capital Markets positions it as a service moment — an opportunity to differentiate through speed, clarity, and ease of doing business.

By implementing a modern CLM stack — including automated document collection, intelligent document processing, corporate digital identity creation, ID verification, and policy rules engines — RBC reduces friction, cuts back-and-forth communication, and accelerates KYC reviews. Verified data and documents can be reused across products and regions, improving straight-through processing and operational efficiency.

Messer outlines three critical principles for successful KYC transformation:

Position KYC as business enablement, not just compliance.

Fix policy, procedures, data, and target operating model alongside technology.

Secure sponsorship from business, compliance/AML, and operations leadership.

Success is measured through time-to-onboard benchmarks, straight-through processing rates, and direct feedback from clients, front-office teams, and AML partners.

This interview is essential viewing for banking leaders, compliance officers, operations executives, and fintech professionals driving corporate onboarding transformation and digital identity strategy.

Explore the complete conversation with RBC Capital Markets on corporate digital identity, KYC transformation, and client lifecycle management strategy :
https://ffnews.com/fintech-tv/event/e...