Digital onboarding can be a gateway to a lasting relationship between customers and financial institutions—if it's done well. This is not just about users creating an account; it should be seen ...

Digital Onboarding is working with more than 140 financial institution customers. Brown was mum on revenue growth other than to say the company has been able to grow quickly despite an average ...

The digital onboarding workflow also now gives advisors the option to upload up to 16 commonly used firm documents, such as welcome letters, advisory agreements and regulatory disclosures, ...

Alan Samuels sets out the benefits that Corporate Digital Identity (CDI) offers and explains how it can transform financial institutions ...

The worst sticking point with onboarding is the proof of identity process, and it’s where many organizations have the opportunity to improve the customer experience.

Digital Onboarding, the SaaS company helping more than 100 financial institutions deepen their customer relationships, announced it closed a $58 million growth investment from Boston-based growth ...

The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow.

While it was inevitable that going digital was always the future of the banking industry, much like other sectors, the speed of digital adoption has been breakneck in the last couple of years, ...

Creating a positive onboarding experience is crucial for engaging healthcare professionals (HCPs) in digital platforms and utilising data effectively. Discover why first impressions matter and how ...