The Evolution of KYC with David McCurdie

We had an amazing conversation with David McCurdie (aka The KYC Guy)

What we unpacked:📊 KYC isn't just compliance, it's about truly understanding your customers and managing relationships, not checking boxes⚡ The transformation: From 'contract administration' to today's continuous due diligence approach🤖 Tech is the game-changer: David's goal? "Make myself redundant" through automation and smarter workflows🤝 Relationships vs. Transactions: His approach to networking is brilliant—treating connections like building a community, not collecting business cards💡 The collector mindset: David shared how he "collects people like Pokemon cards" (his words!), creating a collaborative ecosystem/network where knowledge sharing and mentorship thriveDavid's passion for innovation and his focus on putting people together is exactly what our industry needs. This conversation reminded me why I love bringing experts together to share their insights.