Roundtables

The fourth finalix Sustainable Finance Roundtable took place in Zürich on 12 June, 2024. Find out more.

The ‘Future of Onboarding’ Roundtable in Singapore took place on October 24, 2023. Find out more.

The third finalix Sustainable Roundtable took place in Zürich on 14 June, 2023. Find out more.

On 23 March 2023 Finalix hosted its first roundtable in a Client Lifecycle Management and Anti-Money Laundering (AML) context. Participants from across the banking industry in Switzerland contributed to a lively discussion and were asking each other how much automation could be achieved in the process of client onboarding/maintenance while mitigating AML risks. Let us […]

The Singapore finalix Sustainable Finance Roundtable took place on November 29, 2022. Find out more.

The second finalix Sustainable Finance Roundtable took place on October 27, 2022. Find out more.

The first Finalix Sustainable Finance Roundtable took place on June 15, 2022. Together with representatives from the financial services and banking sectors, we confirmed that there is still a lot of room for interpretation of the individual regulatory packages of the “EU Action Plan”. Using the SFDR as an example, we have seen that the […]