Welcome back to another episode of Reseo’s State of the Art podcast. In our previous episode, we explored financial crime and reflected on the implications of the forthcoming European Anti-Money Laundering Authority (AMLA) for the investment industry.

In this conversation, we turn to client onboarding under growing regulatory pressure. Our guest, Heidi Gunkel, Managing Director and Head of Client Experience EMEA and APAC at RBC BlueBay, joins Pierre-Yves Rahari, Co-Founder at Reseo, to discuss how regulation, technology, and trust are reshaping onboarding and client lifecycle management across the investment landscape. Heidi also serves on the board of the Luxembourg ManCo at RBC BlueBay.

Together, they explore:

• How firms are adapting onboarding workflows under heightened AML and KYC requirements.
• The role of AI and intelligent automation in improving efficiency and reducing friction.
• How client experience teams and boards can make strategic decisions that balance risk, compliance, and service quality.

 Guest
• Heidi Gunkel, Managing Director, Head of Client Experience EMEA & APAC, RBC BlueBay

Host
• Pierre-Yves Rahari, Co-Founder, Reseo

Producer & Editor
• Melanie Lopes, Sales & Marketing Associate, Reseo

Thanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.

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