U.S. Bank Global Fund Services engaged Fenergo, a firm focused on client lifecycle management technology, to streamline investor onboarding.

Bank of America’s CashPro platform has witnessed a 60 percent increase in QR code sign-in usage over the past year, with the authentication method now surpassing two million uses since its ...

Major integrations for Fourthline and BioCatch are expanding the reach of their biometric user onboarding and KYC ...

What is digital onboarding, how are local banks using it to support business clients and how do they balance it with the ...

Tech-forward accounting firms have devoted considerable time and resources toward improving client onboarding, cybersecurity and AI tools.

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

One of the proudest days of planner Blair duQuesnay's career came in March 2020 when a "very risk-averse" client invested an inheritance windfall toward their long-term goals, despite the fact ...

Andreas Wenger, Partner at finalix in Singapore, has spent the past five years at the firm helping to reshape the client onboarding experience for private banks and wealth managers across Asia. In a ...

"When it comes to his onboarding process we’ll give him a heavy dose of offense, and sprinkle in the defensive side of the ball, knowing that by the time we get to the regular season, those ...

Drawing on his firm’s experience serving both global banks and boutique firms, he outlined three critical challenges — compliance, complexity, and commercial expansion — and explained how a robust, ...

A partner who misled his client and his supervising partner about the progress of the client’s visa application has been struck off. Ahmed Ajina also instructed a paralegal to provide misleading ...