Managing Bank Accounts and Signers Across Latin America

Managing bank accounts and authorized signers across Latin America remains a highly manual and resource-intensive challenge. Requirements often differ by country, bank and legal entity, making it difficult to standardize documentation, powers of attorney, signer records and audit processes. In this session, members will compare how they manage account structures, documentation and signer governance across the region, including where bank portals fall short and teams continue to rely on email and spreadsheets. The discussion will also explore how companies balance account rationalization with the benefits of maintaining multiple banking relationships for competition, flexibility and access to local capabilities.