Helping clients maximize the value of Encompass
Implement and transform KYC
We want to ensure you maximize the value of Encompass. 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.
Delivery services
Experienced professionals across solution, technical and project management, deliver API and UI solutions to our customers, focusing on time-to-value.
Customer success
A dedicated customer team, ensures customers fully utilize the platform and realize the value through optimizing the platform.
Find out more about the Encompass 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
Darren Marion
KYC Transformation Director, APAC
An extensive management career within several leading investment banks – UBS, DB, BNP Paribas and Citigroup, managing teams across the complete operations function.
At Encompass, he works closely with our existing clients to maximize the platform’s automation efficiencies, plus provide current industry insights.
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 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 platform and services.
We employ a proven, structured implementation methodology.
Customer Success
Post go-live the partnership continues, focused on adoption and realization of the platform value across five key areas.
- Adoption plan
- Platform operationalization
- User training
- Success criteria and adoption measurement
- Continuous improvement
