Enter Techara's KYC consulting services
Build Your KYC Process The Smart Way
KYC is a crucial requirement in the finance and banking industries. A well structured KYC program ensures the verification of customers’ identities and effectively evaluates their risk for certain financial products and/or services. Techara’s KYC Consulting Services aim to provide industry-standard practices, strategies, and innovative solutions to organizations in structuring and implementing their KYC processes.
Standard Operating Procedure and
Policy Development
Let our team of experts help you develop and publish comprehensive KYC policies and standard operating procedures tailored to your organization's risk appetite, regulatory requirements, and industry-leading practices. Our team will draft and publish these documents, providing you with the tools you need to navigate compliance complexities and structure operational frameworks that foster efficiency. Contact us today to learn more about how our team can help you develop and publish KYC policies and procedures that are tailored to your organization's unique needs.
Tailored KYC policies and procedures
Our experts develop customized KYC policies based on your risk appetite, regulatory requirements, and industry practices, ensuring they meet your organization's unique needs.
Compliance Efficiency
Our comprehensive KYC policies streamline compliance complexities, enabling efficient operations and adherence to regulatory standards.
Change Management
We understand the significance of a successful transition to new KYC processes. That's why we offer comprehensive support to manage all aspects of the change. Our comprehensive training programs will equip your employees with the knowledge and skills to seamlessly adopt your new KYC processes. Additionally, we handle all stakeholder engagement, ensuring a smooth transition that sets your organization up for success. Contact us today to learn more about how our comprehensive change management support can help your organization transition to new processes and achieve success.
Client-centric support
We prioritize comprehensive support to ensure a successful transition to new KYC processes, focusing on meeting our clients' specific needs and goals.
Empowering training programs
Our comprehensive training equips employees with the knowledge and skills necessary to seamlessly adopt new KYC processes, fostering their professional growth.
KYC Technology Solutions Implementation
Our experts specialize in assisting organizations with the selection and implementation of KYC technology solutions. We offer guidance throughout the vendor selection process, implementation planning, data migration, and system configuration. Our comprehensive support ensures a seamless and efficient integration of KYC technology into your operations. Contact us today to transform your KYC processes through innovative solutions.
Specialized expertise
Our experts have in-depth knowledge and specialization in assisting organiations with selecting and implementing KYC technology solutions. We bring valuable insights and guidance to help you make infomred decisions throughout the entire process.
Seamless integration
We provide comprehensive support to ensure a smooth and efficient integration of KYC technology into your operations. From vendor slection to implementation planning, data migration, and system configuration, we are there every step of the way to facilitate a seamless integration process
Testimonials
You are in Good Care
This product is a great tool to learn the basics of business and marketing. It provides a great overview of the field, and it is taught in an easy to understandable manner. I would highly recommend this product to anyone who is interested in a career in this field.
Brenda Bering
The online products of your school are extremely valuable. I have rarely seen such a comprehensive overview of marketing and it's regulations in such a compact and well-organized format. Thank you for the information, it was well explained and organized.
Shannon Bernhard
The products were informative and interesting. I felt my knowledge expanded considerably throughout the progression of them and I’m thrilled to have finished and achieved the certificate. I was actually worried at first that I would not cope as I don’t have a solid business background and knew very little about it. However, as we progressed my confidence built.
Mark Miller
I started the program with no knowledge in all the subjects, and at the end of the program I felt completely confident to take on the exams. Also, I found this format very efficient and flexible for students who work full-time and have other responsibilities. As soon as I got my certificate, I got hired immediately at a well known company.
Josh Stobbard
Who we are
Join us in building a better financial economy by educating yourself through reducing financial crime. Join the revolution in global anti-financial crime with our disruptive online education program!
Services
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Get in touch
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68 Circular Road, #02-01, 049422, Singapore
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contact@techara.io
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Andre is a highly accomplished executive with a specialization in operational management and technological strategies within the textile and fashion industry. Currently, he serves as the Chief Operations Officer at Textile and Fashion Industry Training Centre Pte Ltd, Singapore, a role he has held since February 2022. Andre's responsibilities span directing sales strategies and operations, planning annual budgets for several departments, and managing an efficient Customer Relations Team. He has an impressive track record of successfully securing substantial government tenders and contracts in the education sector, contributing significantly to the organization's financial growth.
Previously, Andre was the Chief Technology Officer and Marketing Strategist at the same company from June 2017 to February 2022. He was instrumental in developing the company's digital infrastructure, including online enrolment, backend processes, and website development. He also led a proficient team that managed the operations of the marketing and technology departments, consistently optimizing digital marketing campaigns through rigorous analytics.
Andre's professional journey is marked by diverse experiences and roles, providing him with a unique set of skills. At Upstart, a U.S.-based Saas company, Andre analyzed clients' credit applications and cultivated strong relationships. As a Sales Engineer Assistant/Project Team Leader at U-Combinations, he provided consultation on database and security infrastructure solutions and led important projects.
His areas of expertise include project management, digital marketing, team leadership, and the formulation of sales strategies, all underpinned by a deep understanding of business-centric technology. Andre is known for his meticulous attention to detail, unwavering dedication, and strategic mindset, which he leverages to drive successful outcomes in all tasks he undertakes.
Outside of work, Andre stays up-to-date with the latest technology trends, explores Singapore's vibrant culinary scene, and mentors young professionals entering the industry. He is deeply invested in the ongoing evolution and digital transformation of the textile and fashion industry and is eager to continue contributing to its advancement.
Andre welcomes any discussions related to professional opportunities, strategic partnerships, or industry-related inquiries. He is grateful for the time you've taken to learn more about his professional journey.
Dexter Lam is a growth strategist with a proven track record in driving customer acquisition and engagement in the financial technology sector. With a strong background in digital marketing, business development, and credit analysis, Dexter has successfully contributed to the growth of various startup companies.
In his current role as the Growth Strategy Lead at Tillful, Dexter has been instrumental in rapidly expanding the user base, acquiring over 100K customers within a two-year timeframe. He has implemented effective email, push, and SMS marketing campaigns to drive revenue and enhance user engagement. Dexter has also developed and optimized workflow automations, resulting in increased customer stickiness through encouraging conversions across various product lines.
During his tenure at Tillful, Dexter successfully centralized and tracked customer touchpoints through establishing and maintaining Tillful’s CRM. He spearheaded the design and implementation of the end-to-end funding application process and established an affiliate program to expand brand awareness. Dexter efficiently managed customer support operations, reducing response times by creating a chatbot and templates to automate inbound customer requests.
Prior to his role at Tillful, Dexter served as a Business Development Manager at Flowcast Enterprise Inside Sales, where he consistently achieved sales targets by qualifying leads and influencing deals throughout the sales cycle. He effectively demonstrated AI/ML-driven enterprise credit decisioning solutions to key stakeholders in banks across APAC and EU. Dexter also managed strategic accounts, established new relationships through networking events, and played a crucial role in enhancing brand awareness through the creation and dissemination of sales and marketing collateral.
Dexter's experience also includes working as a Business Development Manager at Nufin Data Singapore, where he converted leads into customers, developed partnerships, and showcased the capabilities of big data, machine learning, and blockchain technology in disrupting supply chain finance. He demonstrated strong project management skills, successfully delivering projects within tight deadlines. Dexter also gained valuable experience in credit analysis during his tenure at United Overseas Bank Limited, where he managed a credit portfolio of bank and sovereign counterparties.
Dexter holds a Bachelor of Science in Business Administration with a major in Management Information Systems from the University of Arizona. His technical skills culminate together in digital marketing by being able to convey a cohesive story to build brand awareness. Apart from his professional expertise, Dexter is a crypto enthusiast with in-depth knowledge of alternative investing, CEFI and DEFI platforms, staking of digital assets, and blockchain technology. He is constantly working to improve his communication skills to be able to simplify complex topics and execute new concepts quickly. Dexter is known for his organizational skills and attention to detail, ensuring efficient project execution. Overall, Dexter Lam is a results-driven growth strategist with a comprehensive skill set and a passion for leveraging technology to drive business growth in the financial technology industry.
Jon is an accomplished and driven leader known for his dynamic approach and results-driven mindset. With a strong background in fraud prevention, product operations, and driving major projects within the financial services and technology sectors, Jon has established a reputation as an unwavering leader.
During his tenure as the KYC - Operations Manager at Spenmo Singapore, Jon led initiatives to optimize the customer onboarding journey. Through innovative strategies, he achieved exceptional outcomes, reducing customer onboarding costs by 56% and improving onboarding time by 54%.
Prior to his venture into the fintech industry in Southeast Asia, Jon served as a Business Operations Manager at Upstart in Silicon Valley. There, he oversaw consumer lending operations and played a critical role in enhancing customer experience and product launches. Moreover, Jon played a pivotal role in leading the fraud team and successfully combating both international and domestic fraud networks. Through his implementation of robust fraud prevention strategies and close collaboration with the Data Science team to develop an effective fraud model, the company achieved an impressive near-zero fraud rate.
Jon holds a Master of Business Administration from the University of California, Davis, providing him with a solid foundation in strategic management and leadership. Additionally, he is a Certified Fraud Examiner, equipped to tackle the ever-evolving challenges posed by financial crime.
Jon's educational pursuits extend beyond business and fraud prevention. He completed the first year of law school at Golden Gate University, School of Law, expanding his understanding of legal frameworks and regulatory compliance. Furthermore, his Bachelor of Arts in Criminal Justice from San Francisco State University has provided him with a comprehensive perspective on the social and cultural aspects intersecting with financial crime.
With a diverse skill set, unwavering commitment to excellence, and profound understanding of Anti-Money Laundering (AML) practices, Jon is dedicated to driving positive change in the financial industry. His vision for the company is to empower individuals and organizations to effectively combat money laundering through education, tailored solutions, and cutting-edge technology.