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 ...

“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 ...

Truist Financial Corp TFC has introduced the electronic direct deposit switching feature to its digital onboarding process for clients, improving the ease and speed of new account openings. In ...

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, ...

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 ...

To start answering those questions, look at your client’s personal cash flow statement. I like the personal cash flow statement because it not only includes a client’s net business cash flow, but ...

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.

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 ...

Danish investment bank Saxo Bank has managed to drastically reduce the time it takes to onboard new customers and get them trading on its platform thanks to some recent investments in data science and ...