Helping clients maximize the value of Encompass
Implement and transform KYC
We want to ensure you maximize the value of EC360 and EC solutions. Our global customer operations team delivers KYC automation best practice and expertise across three core functions.
Transformation
Having held senior positions within large global banks, our Transformation Directors guide customers as they navigate through their transformation journey.
Client solutions
Our highly experienced global team designs and delivers solutions that maximize the value of automation through the EC360 platform.
Customer success
A dedicated customer team, ensures customers fully utilize EC360 and realize the value through optimizing the platform.
Find out more about our EC360 CDI platform
Transformation
Our specialist transformation team helps clients align to best practice and optimize end-to-end processes. We work collaboratively alongside the bank’s management, transformation/project teams and onboarding/refresh KYC teams.
Meet the team
Jo Scanlan
KYC Transformation Director, APAC
An experienced financial services leader, Jo has held senior positions at leading banks, including HSBC, Westpac and ANZ, and been responsible for a wide range of middle office and operations functions.
At Encompass, she is part of a global team helping customers get the most out of transformation initiatives.
Howard Wimpory
KYC Transformation Director, UK, EU, North America
Highly experienced financial services operations leader. At Barclays as a Managing Director, he led KYC onboarding and refresh services for the corporate and investment Bank combined with sanctions screening and transaction monitoring services.
At Encompass, his role is to help clients transform their KYC processes through the adoption of our EC360 platform.
Lee Forsyth
Head of Consulting - Americas
Operations and compliance executive with extensive experience in all aspects of KYC, onboarding and FinTech at several leading global banks and technology firms including Thomson Reuters and Exiger.
At Encompass, his role is to help clients deliver significant value through the adoption of our EC360 platform, EC solutions and services.
Client solutions
We take a proven and structured approach to solution design and delivery.
Customer success
Post go-live the partnership continues, focused on adoption and realization of the EC360 platform value across five key areas.
- Adoption plan
- Platform operationalization
- User training
- Success criteria and adoption measurement
- Continuous improvement
