Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Most organizations are structured from top-to-bottom to support sales. Driving new business acquisition and revenue is paramount to business survival and growth, so of course, it’s natural that ...

Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed ...

Commercial clients represent billions of dollars in assets, but they often have a harder time opening a bank account than the average retail client. For example, commercial clients often have to send ...

In the corporate banking space, the process of onboarding new customers continues to pose significant competitive challenges. At the moment, the industry’s cumbersome, manual and lengthy onboarding ...

One of the most common comments we hear from senior leaders of Client Onboarding, CLM or KYC functions in Financial Institutions, is that their Front-Office is frustrated with these processes. Often, ...

RESTON, Va. and ATLANTA--(BUSINESS WIRE)--Neustar Inc., a global information services and technology company and leader in identity resolution, today announced that it will integrate its Unified ...

Bi-directional integration enables advisors to speed data collection, cut data entry, and automate workflows across CRMs, planning systems, and custodial platforms SAN FRANCISCO, June 25, ...