Joint compliance drive
How can the growing burden of money-laundering and terrorism financing (AML-CFT) requirements be met without sacrificing the fluidity and personalisation of the premium customer pathway ? That was one of the challenges set for the first hackathon in CNP Patrimoine’s history. It brought in six private banking partners, and together they helped build an effective value proposition. Another landmark decision was the creation of a Partners Lab, to keep conversations going and devise solutions piece by piece, moulding a close and high-performance partnership.
“This lab allows us to express ourselves and to work together on a 360° basis while meeting our needs and those of our insurer partner. This shared vision enables us to improve pathways for our employees and, critically, also for our customers, while meeting our obligations.”
Stéphane Carles,
Head of Sales and Marketing, Banque Privée Groupe Crédit du Nord
“Being challenged by such demanding partners enabled us to spot areas where their experience fell short of their expectations, and through blue-sky thinking, together we found solutions that CNP Patrimoine committed to implementing within three months.”
Marine De Bouchony,
Co-head of CNP Patrimoine