Empowering small businesses to ditch the paperwork and fast-track new hire setup, Patriot’s employee self-onboarding feature ...

Lucinity and Zenoo have formed a strategic partnership to provide financial institutions with a unified approach to compliance that connects onboarding, perpetual KYC, investigations, and reporting.

Financial advisers have more than doubled the number of clients they onboard each week, rising 116% year-on-year, according ...

Amazon Web Services and Microsoft Azure (to oversee cloud management and resource allocation) ...

Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year ...

Employee onboarding often resembles a partially assembled jigsaw puzzle—scattered pieces of information, disconnected ...

Three major wealth technology providers – Advisor360, Nitrogen, and Advisor CRM – have introduced new artificial intelligence features and integrations aimed at reducing manual work and boosting ...

Today’s CRMs do more than store information. They generate momentum. When enhanced by AI, a CRM system becomes a strategic operating system—one that can: • Streamline workflows and reduce manual input ...

According to the company's application, ABBYY was able to reduce the need for manual entry and matching, cut down on overtime ...

Rocket CRM, a customer relationship management platform designed for modern teams, has expanded its system architecture with ...