Pegasystems, Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announceda strategic collaboration with Moody’s Corporation (NYSE:MCO) to enhance customer lifecycle management (CLM) ...
From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we'll explore how AI-powered tools are being integrated into every ...
The number of global banks losing clients to slow and inefficient know your customer (KYC) onboarding practices has surged to a record high this year, according to new research from Fenergo, the ...
In less than six months’ time (January 3rd, 2018), banks will need to be fully compliant with MiFID II regulatory obligations. In her second blog on the topic, Laura Glynn, Fenergo Director of ...