One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

ZURICH, July 29, 2020 /PRNewswire/ -- Appway, leader in technology for workflow automation in financial services, has released the results of the study "The Total Economic Impact™ of Appway Client ...

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 ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

Gaining and losing clients is inevitable in agency work. Follow these tips to make transitions seamless and maintain positive relationships. Winning and losing clients is part of the agency business.

Continued Emphasis on Digitalization: The banking industry is expected to witness further digitalization of client onboarding processes, with greater integration of AI, ML, and automation technologies ...

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 ...

Sebi has suggested a transition plan for existing records to bring them up to modern standards. Intermediaries should be ...

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, ...

Be honest: What kind of onboarding experience do you provide new customers? If you’re like most companies, over 90% of customers — as surveyed by Wyzowl — think you could “do better” when it comes to ...