IBM Tech Talks – Customer Onboarding: Where No Experience is the Best Expe…

IBM Tech Talks is back! We are discussing the customer on-boarding experience with NYC based FinTechs and IBM Financial Crimes. Join us on Wednesday, March 27th at Rise New York for an in-depth conversation with Plaid and Appway to discuss how companies are utilizing their data and digital insights to foster a seamless customer on-boarding experience bypassing the laws of traditional methodologies.

  • Light appetizers and beer/wine will be provided

  • Doors open at 5:45 PM and close at 6:30 PM – arrive early to guarantee yourself a seat

  • Please get social with us by tweeting @IBMFinTech @ThinkRiseNY #fintech #ibmtechtalks



Speaker: Charley Ma – NYC Growth Manager at Plaid

Charley Ma is currently NYC Growth Manager for Plaid, the technology company powering the fintech ecosystem. Thousands of companies, like Venmo, Robinhood and Acorns, use Plaid’s suite of APIs to build applications that enable millions of consumers to lead healthier financial lives. Today, one in four people in the US with bank accounts use Plaid. In his role, Charley is responsible for east coast mid-market client growth.

Before his current position, he led fintech sales in San Francisco and has seen Plaid grow from 13 people and a handful of clients to over 300 employees and thousands of clients. Prior to Plaid, he was at JPMorgan leading the firm’s initial blockchain and fintech strategy.

About Quovo:

At Quovo, we believe in a future where better connectivity to data enables a new era of finance—one that’s driven by information and insights, guided by relationships, and characterized by transparency and real value.

The old ways of working in finance 1.0—and the old tech that they were built upon—must evolve. Quovo is committed to accelerating that evolution, and creating a better financial future for everyone.


Speaker: Andrew Besheer, Director of Financial Services Solutions

Andrew Besheer is Appway’s Director of Financial Services Solutions for North America, responsible for representing the voice of the client and marketplace in solutions and strategy development. Prior to joining Appway, Andrew spent 16 years at Broadridge Financial Solutions where he held a number of positions. As founding President of Broadridge Advisor Solutions, he was responsible for Broadridge’s front office and advisor-facing solutions, which was comprised of advisor websites, financial planning content, digital and print marketing solutions, and data aggregations solutions. Prior to that role, he was President of Customer Communications, where he led the transaction, print, and electronic document storage businesses. Andrew also held a series of product management and strategy-related roles and was GM of the electronic solutions business. Before joining Broadridge, Andrew was a Vice President at Instinet and at NatWest Capital Markets, accountable for components of their respective middle and back offices.


About Appway

Appway builds software for today and innovates for the technology of the future. With 15 years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions.

Headquartered in Switzerland with offices around the globe including New York and Toronto, Appway’s award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

LinkedIn: // @appway

Twitter: // @appway

IBM Watson Financial Crimes Due Dilligence:

Speaker: Marc Andrews

Marc is responsible for IBM’s Financial Crimes and Conduct Risk solutions and works with compliance, business operations and technology leaders across the globe to help them understand how they can apply advanced analytic and cognitive capabilities to improve the effectiveness and efficiency of their efforts to address financial crimes and conduct risk.

About IBM Financial Crimes Due Diligence:

IBM® Financial Crimes Due Diligence with Watson® leverages streamlined and accurate due diligence processes to provide complete Know Your Customer (KYC) compliance at every point and enables financial institutions to provide an improved customer experience – all powered by Watson. Financial Crimes Due Diligence pre-populates customer identity information and reduces the time required to gather customer information. It automates the screening process with improved accuracy, uncovers previously unknown risks in business relationships, uses cognitive accelerators to increase the accuracy of reviews and delivers a comprehensive approach to KYC.

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