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Implementing KYP Requirements at BMO Investments - Client Focused Reforms Case Study
To meet the KYP requirements of the Client Focused Reforms, BMO Investments turned to InvestorCOM to provide a solution for assessing and managing BMO's product shelf.
The successful implementation of this project was led by Justitia "JP" Pak, a digital and strategy consultant with over 15 years of experience in leading enterprise technology projects. He has broad experience in developing digital strategies for businesses and leading subsequent implementations from design, delivery, and change management. After eight years in a big four professional services firm, he’s worked with major banks and wealth management firms in Canada. His areas of focus are in accelerating digital transformation for financial services, enhancing the digital client experience, and navigating regulatory change into a competitive advantage for large financial institutions.
In this episode, JP discusses:
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By InvestorCOM Inc.
5
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To meet the KYP requirements of the Client Focused Reforms, BMO Investments turned to InvestorCOM to provide a solution for assessing and managing BMO's product shelf.
The successful implementation of this project was led by Justitia "JP" Pak, a digital and strategy consultant with over 15 years of experience in leading enterprise technology projects. He has broad experience in developing digital strategies for businesses and leading subsequent implementations from design, delivery, and change management. After eight years in a big four professional services firm, he’s worked with major banks and wealth management firms in Canada. His areas of focus are in accelerating digital transformation for financial services, enhancing the digital client experience, and navigating regulatory change into a competitive advantage for large financial institutions.
In this episode, JP discusses: