As remediation gathers pace, wealth managers must further accelerate digitisation to avoid resource-intensive distractions that impact sales. By February 2020 wealth managers began realising that ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

Succession is evolving into a dynamic, lifecycle strategy that balances growth, flexibility and legacy across every stage of ...

Three-month program offers appraisers insights into niche markets, competitive analysis, and sustainable client base development for improved work-life balance The course addresses a major gap in the ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Powerful AI introduces advanced capabilities to Fenergo’s CLM driving unprecedented efficiencies in onboarding, client and counterparty management and regulatory compliance Money20/20 Amsterdam – June ...

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 ...

LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms. These span all stages of the client ...

Fenergo, the provider of digital solutions for Know Your Customer (KYC), Transaction Monitoring and Client Lifecycle Management (CLM), announces that its software-as-a-service (SaaS) CLM solution is ...

HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...