There's no faster way to derail a new client relationship than by having a piecemeal onboarding process. A well-thought-out onboarding helps to establish trust early. A disorganized process does ...

The onboarding process has typically been a lengthy ... as they onboard with a new bank and periodically throughout the client lifecycle. This lack of a universal standard and repeated processes ...

Sign up for this webinar, hosted in association with Nice Actimize, to discover how financial institutions can create operational excellence during onboarding to fuel ...

Only 1% of banks in Singapore have successfully automated the majority of their KYC and onboarding workflows. Here's why the others need to follow suit quickly.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side ...

Today saw the official launch of a new AI-powered client onboarding platform, Mortgage Assist Pro, which saves brokers an estimated 90% of the time they spend ...

Pennsylvania and northeastern Ohio regional bank Dollar ... of the sales process and they will investigate this documentation. Firms that are still storing key client documents in paper format ...

Through this collaboration, Vantage Bank will implement Prelim’s cutting-edge onboarding platform, streamlining the account opening process for consumers, small businesses, and commercial clients.

Consequently, when it releases new products and prototypes, the bank uses focus groups — what it calls "client councils" — in a reiterative process ... to digital onboarding, for instance ...

Over the review period, OTP Private Banking established itself as a leader in digital innovation, consistently pioneering new ...