Why back-office automation is key to a better investor onboarding experience
Financial Services Research & Analysis Why back-office automation is key to a better investor onboarding experience 11 January 2022 Christina...
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Customer LoginsMs. McNamara is a Director, Global Head of Due Diligence with IHS Markit Tax Solutions and Commercial Lead of Investor Onboarding within the firm's Platforms & Regulatory Compliance business based out of New York. Ms. McNamara has extensive experience working with global, regional and local financial institutions on their client onboarding, client lifecycle management and operations across various global regulatory regimes.
Specifically, Ms. McNamara has spent her career focusing on U.S. tax, including FATCA and QI regimes, and OECD CRS compliance initiatives, specialising in implementations and technology to drive automation. Ms. McNamara was previously based in Singapore with IHS Markit from 2014 - 2020 leading our tax consulting practice and client due diligence solutions for APAC. She is a regular speaker at various industry events globally, including U.S., Canada, U.K, Australia, Singapore, Hong Kong, Thailand, Malaysia and Indonesia. She has also engaged in regional consultations held by regulators and industry bodies on regulations and guidance material relating to AEOI.
Prior to joining IHS Markit, Ms. McNamara was a consultant and subject matter expert with PricewaterhouseCoopers
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