RegTech Solutions for KYC

Katrina Pirner

Senior Research Analyst

Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.

Recent research assignments and publications include the following:

Digital Education Tools for Financial Literacy
Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
Regtech Solutions for KYC
US Data Protection Regulation

Featured Content:

RegTech Solutions for KYC

Jan 21, 2020

This report explores how RegTech enhances KYC compliance and strengthens KYC processes, and provides vendor assessments and best practices in the selection and adoption of RegTech solutions for KYC.

RegTech offers new technology solutions that harness the power of automation, and in some cases artificial intelligence (AI) to improve compliance and reduce costs. More than a third of RegTech funding in recent years has focused on know-your-client (KYC) and customer due diligence processes, areas where wealth managers could benefit from significant efficiency gains.

Vendors reviewed include Actico, Appway, ComplyAdvantage, Encompass, Fenergo, Finantix, Finopz, IBM, Merlon Intelligence, NorthRow, Pegasystems, Polixis, and Tradle

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RegTech Solutions for KYC

Katrina Pirner

Senior Research Analyst

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