Events

ISO 20022 Essentials for Client Engagement

This workshop offers a practical, streamlined look at the ISO 20022 capabilities every banker should understand when engaging with clients or preparing internal teams. We’ll explore how hybrid addressing and richer structured beneficiary data improve payment quality and transparency, what ISO-to-corporate flows mean for reconciliations and operational processes, and how ISO-native investigation tools—including enhanced E&I flows and Case Manager—strengthen exception handling and resolution. Designed for both client-facing and operations teams, this workshop equips participants with the clarity needed to confidently navigate ISO-driven changes.

This workshop is co-located with the BAFT Intenternational Trade and Payments Conference. Participants may choose to attend the workshop only or register for the full conference, which includes the workshop in the registration fee.

Learning Outcomes

By the end of this workshop, participants will be able to:

• Understand how hybrid addressing and structured data reduce errors and improve payment transparency.
• Identify what ISO-to-corporate flows mean for clients, reconciliation processes, and operational readiness.
• Recognize how ISO-native E&I and Case Manager tools streamline investigations and speed up issue resolution.
• Gain confidence in discussing ISO 20022 changes with clients and internal stakeholders.

Who Should Attend

• Client-facing teams engaging in payments, cash management, and transaction banking discussions
• Operations and payments processing staff preparing for ISO-driven workflow changes
• Product managers responsible for payments, reconciliation, and data quality initiatives
• Implementation and onboarding teams supporting corporate client migrations
• Compliance, risk, and exception management professionals involved in investigations and resolution workflows
• Technology and business analysts working on ISO 20022 readiness or data transformation project