Financial Services

121 Articles and Podcasts
Change the game with customer-first onboarding

Jonathan Cowey, our Regulated Services Director at Webhelp UK, explores the challenges that organisations in the financial services sector face as they try to improve onboarding processes. He also considers how these businesses can win by ensuring that a laser focus on customer-first onboarding can be a key differentiator as part of the overall customer journey.

Navigating the challenges in financial services for KYC wins in 2023

Michael Budden, Financial Services & KYC Programme Director at Webhelp, looks at the most significant industry challenges and opportunities within regulated services and predicts some critical areas on the sector’s agenda in 2023.

AML/CFT: How to apply digitization to screening

The conflict in Ukraine has given rise to numerous assets freezing measures and increased vigilance in the screening of financial companies’ third-party databases. This is an opportunity to recall the fundamentals of AML/CFT (Anti-Money Laundering / Combating the Financing of Terrorism) screening as well as the latest contributions of digitisation in these processes.

Why Financial Services must ‘Change its Change’ to deliver results? 

This article was originally published as a byline by Herve Mazengod, online in Financial Derivative.   You can almost hear […]

Do you know your UBO? How US law is changing KYC for businesses

Recent years have seen the passing of serious new legislation to combat money laundering (and the various illegal activities it […]

The Metaverse Vs. The Hype: What does your CX team look like in the metaverse?
In the sixth and final blog in our series cutting through the metaverse hype, we’re looking at the changes that [...]
How can we enter the metaverse today?
In the next blog in our series cutting through the metaverse noise, we’re taking a break from our regular schedule [...]
The Metaverse Vs. The Hype: What does the metaverse mean for customer experience?
In the fifth in our blog series cutting through the metaverse hype, we’re looking at what’s in store for customer [...]
Protecting the Wellbeing of Content Moderators

Find out about the dangers moderators face, and the measures industry leaders are taking to ensure they are protected and supported.

Outsourcing Content Moderation

This guide explains the pros and cons of both in-housing and outsourcing content moderation, as well how to find the right partner.

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