CAMLI Web Seminar - De-Marketing Customers: Reasons, Risks and Responses

CAMLI video archive — original broadcast August 16, 2023

De-marketing clients can be one of the most difficult business decisions, with a myriad of moving pieces to consider. Pressures from different departments with different priorities come into play, as do concerns with the outcomes and pushback that could result from this process. Reputational and possible legal risks are a worry for the organization, which in turn can impact directly on the decision that is made.

Original broadcast
Wednesday, August 16, 2023
Cost
$200 + applicable tax
CAMLI members receive a savings of $25 on the above pricing.

About this seminar

CAMLI’s third online seminar of 2023 explores what to do when a customer is deemed to be too high of a risk and the decision is made to end the business relationship. AML consultant Shellyna Lipic discusses the details and process for ending a relationship, sharing experiences from working in the financial services industry as a CAMLO, and explaining the process and steps taken to exit relationships when the risk becomes too costly.

Topics include the following:

Presenter

Shellyna Lipic

Shellyna Lipic
AML Consultant
Steinbach, MB

View the video archive brochure Purchase on-line