Keeping a healthy pipeline of both repeat and new clients is essential to building a thriving design firm. This week, five ...

Have you ever been stuck in a frustrating loop of workplace miscommunication? I certainly have. Recently, I came across a ...

Tailwind Ventures is pleased to announce that their Calgary-based client Modular Solutions (“Modular” or the “Company”) has successfully closed a financing ...

In India’s increasingly fast-paced business environment, paper-based contracts are becoming a bottleneck. From SMEs to legal teams, everyone is looking to move faster and cleaner. Here’s how digital ...

Law firms face unique onboarding challenges: legal intake forms, signed agreements, KYC documentation, conflict checks, and engagement letters are just the beginning. Each step often involves tedious ...

The taskforce calls on firms considering whether to take on a client to apply an ethical framework that goes beyond observing the letter of the law. Complying with anti-money laundering ...

Beyond operational efficiency, CDI enhances the client experience. In today’s competitive financial landscape, clients expect a smooth and seamless onboarding process and will seek alternatives ...

Onboarding new clients in wealth management has long been hampered by manual paperwork and repetitive procedures. Efforts to improve this with custom workflows and new technology often fall short ...

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.

Don’t leave new customer onboarding to chance. There is so much information that goes into a smooth launch with a new client, and the time to go over this is not on a Friday afternoon.

Angela Wilbraham, CEO at A-Team Group, and host of the 4th annual A-Team Innovation Awards 2024 commented, “Many congratulations to NICE Actimize in winning the Most Innovative Client Onboarding ...