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  2. Know your customer - Wikipedia

    en.wikipedia.org/wiki/Know_your_customer

    Know your customer places a costly burden on businesses operating in the financial industry, especially smaller financial companies, where compliance costs are disproportionately heavy. [ 21 ] Customers may feel the information requested to be intrusive and burdensome, and may choose not to enter the business relationship as a result.

  3. Deloitte - Wikipedia

    en.wikipedia.org/wiki/Deloitte

    Deloitte Touche Tohmatsu Limited (/ d ə ˈ l ɔɪ t ˈ t uː ʃ t oʊ ˈ m ɑː t s uː / də-LOYT TOOSH toh-MAHT-soo), commonly referred to as Deloitte, is a multinational professional services network based in London, England.

  4. Customer Identification Program - Wikipedia

    en.wikipedia.org/wiki/Customer_Identification...

    In July 2016, FinCEN enacted new rules regarding beneficial ownership: [2] Financial institutions must collect from the legal entity customer the name, date of birth, address, and social security number or other government identification number (passport number or other similar information in the case of foreign persons) for individuals who own ...

  5. KYC - Wikipedia

    en.wikipedia.org/wiki/KYC

    Know your customer, guidelines in financial services; Kyaka language of Papua New Guinea (ISO code: kyc) Yacht clubs. Kaiserlicher Yacht Club, Kiel, Germany;

  6. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    A customer profile is a detailed description of any particular classification of customer which is created to represent the typical users of a product or service. Customer profiling is a method to understand your customers in terms of demographics, behaviour and lifestyle.

  7. Regulatory technology - Wikipedia

    en.wikipedia.org/wiki/Regulatory_Technology

    RegTech to date has been focused on the digitization of manual reporting and compliance processes in the financial services industry, for example in the context of know your customer requirements, and is often mis-attributed as a subset of FinTech. Its application to wider industries, such as energy, [2] confirm that RegTech is a subset of ...

  8. Operation Red Spider - Wikipedia

    en.wikipedia.org/wiki/Operation_Red_Spider

    On 14 March 2013 Reserve Bank of India conducted an inquiry into possible violation of its KYC (Know Your Customer) and AML (anti-money laundering) guidelines by ICICI Bank, HDFC Bank and Axis Bank. [5] [6] [7] Following the enquiry, penalty of Rs 5 crore on Axis Bank, Rs 4.5 crore on HDFC Bank and Rs 1 crore on ICICI Bank was imposed by RBI. [8]

  9. Customer knowledge - Wikipedia

    en.wikipedia.org/wiki/Customer_knowledge

    Customer knowledge (CK) is the combination of experience, value and insight information which is needed, created and absorbed during the transaction and exchange between the customers and enterprise. [1] Campbell (2003) defines customer knowledge as: "organized and structured information about the customer as a result of systematic processing". [2]