In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

HOBOKEN, N.J.--(BUSINESS WIRE)--NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...

WESTON, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has launched Account Transitions, its newest Digital Onboarding ...

Attaining a new client can be an exciting time. But there’s a lot to do before you begin. From organizing account handoffs to analyzing existing performance, this is the time when you set an account ...

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a ...

As a mentor to dozens of self-employed women, one of the most frequent concerns I hear is that they feel taken advantage of by their clients. When this happens, my first question is always about their ...

Essential business services vendor, Vistra, and KYC transaction monitoring and client lifecycle management outfit, Fenergo, have teamed up. The aim is to deliver frictionless global onboarding.