Modernizing Investor Onboarding Through Integrated Technology and Managed Services
What You Will Learn
Join ACA and Anduin for a discussion on how integrated technology and FinCrime Risk Surveillance (AML KYC/CIP) workflows are reshaping fund operations, investor onboarding, and regulatory readiness across private markets.
This session will explore how firms can reduce operational friction, improve transparency, and create more scalable compliance processes through closer alignment between technology platforms and managed services providers. Using real-world workflow examples, including emerging asset-level KYC processes, the discussion will highlight how integrated ecosystems can deliver greater visibility, accountability, and audit readiness across the fundraising and investor-servicing lifecycle.
Topics will include:
- The evolving relationship between technology platforms and managed services providers
- Centralized workflows and operational visibility across stakeholders
- Asset-level KYC and increasing demands for transparency
- Regulatory and operational trends in investor due diligence
- Best practices for building scalable, integrated compliance operations
By registering for this webcast, you agree to share your personal information with ACA, subject to ACA's Privacy Policy, and with Anduin subject to Anduin's Privacy Policy.
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Our Speakers
- J.T. Fine, Partnerships, Anduin
- Chris Nye, Senior Principal Consultant, ACA Group
- Hunter Gatchell, Consultant, ACA Group
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