Unlock New Efficiencies in Financial Disclosure Management: Centralise, Automate, and Comply

About this Webinar with Naehas and NTT DATA:

The financial industry faces significant challenges in disclosure management due to the exponential growth in financial products, offers, collateral, and digital channels, combined with increased regulatory scrutiny. This has made disclosure management a top priority for many organizations. Effective disclosure management aims to reduce risk by establishing a centralized system of record, maintain regulatory trust through auditability and transparency, drive consistency and accuracy by automating disclosures, and increase speed to market for updated disclosures. Additionally, it improves the overall experience for stakeholders involved in the disclosure process.

Join us for an insightful discussion with NTT DATA as Hayat Yahia of Naehas and Sumant Kumar of NTT DATA explore the complexities of regulated customer communications in the financial industry. They will discuss the importance of establishing robust controls, emphasize the significance of traceability and analytics, and share innovative practices to ensure your communication remains seamless and impactful.

Highlights of attending:

1. Enhanced Consumer Understanding: Learn how improved disclosure management practices can significantly enhance consumer understanding of financial products and services. By ensuring disclosures are accurate, clear, compliant, and consistent across all channels, consumers are empowered to make informed financial decisions, fostering trust and enhancing their overall experience
2. Regulatory Compliance: Review the Competition and Markets Authority (CMA) and Consumer Duty Rules regulations to identify essential compliance information, ensuring your financial services remain within legal boundaries.
3. Streamlined Communications: Discover how to maintain uniform, easily auditable, and consumer-friendly digital communications. Implement a centralized system of record for all disclosures, automate the deployment across channels, and maintain a solution that offers complete auditability, traceability, and transparency. Learn how through creating a disclosure management system that includes a global style guide and transformation engine to ensure consistent content across documents and channels, integrating with third-party platforms for efficient delivery.
4. Integration of ESG Factors: Gain insights into effectively integrating ESG factors into investment decisions and practices for wealth management, aligning products and services with ESG principles to communicate effectively with consumers.

“Managing financial disclosures is a highly complex task, as ever-evolving regulation, diverse product offerings and multiple channels and jurisdictions create complexity. Hindered by manual repetitive reviews involving content creators, reviewers and approvers, the process is often slow and cumbersome, resulting in long lead times and bottlenecks.” – Head of a Tier 1 Retail Bank

About our Presenters:

Hayat Yahia
Principal Product Manager
Naehas

Hayat Yahia is the Principal Product Manager at Naehas. Prior to driving primary offerings from conception to launch with Naehas, Hayat has over 20 years of experience in the financial services and banking industry. Her experiences in these industries as a product manager have focused on customer experience, digital transformation and strategies, and payments and account opening. These experiences make her an expert in understanding what strategies needed to be implemented to decrease risk in disclosure management and improve operational efficiency.

Sumant Kumar
CTO of Banking and Financial Markets
NTT DATA

Banking & Technology leader with over 18 years in the Industry, focused on developing innovative products and services to deliver meaningful business outcomes for our clients.