Sell Side Ops USA 2026

March 10 - 11, 2026

JW Marriott Grande Lakes, Orlando

Joshua Griffeth

Joshua Griffeth

Managing Director - Global Head of Client Implementation Goldman Sachs

Day 2 | 11th March

9:55 AM Panel: Innovations in On-boarding: How can you transform client on-boarding and KYC capabilities to streamline processes and generate operational alpha?

  • How are AI and automation transforming client onboarding and KYC efficiency?
  • What strategies improve data integration and accuracy while reducing client friction?
  • How do you balance compliance requirements with a seamless onboarding experience?
  • Which metrics best capture the operational benefits of onboarding innovations? 

Check out the incredible speaker line-up to see who will be joining Joshua.

Download The Latest Agenda