Recognise Bank, the Fintech powered business lender and savings provider, has teamed up with TruNarrative, a LexisNexis® Risk Solutions company, in order “to completely transform the onboarding ...

Onfido, the global provider of automated digital identity verification, announced a partnership with The Co-operative Bank, the “original” ethical bank, “enabling a streamlined, secure digital ...

“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

When Wells Fargo technologists spoke recently with the bank's commercial customers to find out what their biggest banking pain points were, a common sticking point was periodic customer reviews.

Understand who provides client onboarding support and KYC support for partners under the IIFL franchise model and how digital verification ensures faster activation.

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, ...

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 ...