Client onboarding and KYC services from IHS Markit were ranked Best in Class in a new client lifecycle report by Aite Group.

This Dext guide, "Build the perfect accounting workflow," introduces "The Factory" model, a concept proposing that accounting firms should operate with ...

Their vision was to disrupt traditional client onboarding by providing a digital onboarding solution with low barriers to digitalization - hence a no-code platform that removes the time-consuming ...

A client onboarding document checklist is a great way to help you standardize your onboarding workflow and ensure you’re efficiently gathering the required information and documents from your ...

Marketing Best Solutions for Accountants to Reduce Acquisition Costs and Minimize Client Onboarding April 08, 2014, 5:38 p.m. EDT 3 Min Read ...

PayQuicker, the leader in global payouts orchestration, today announced the launch of its Common Bank Application, an innovative solution designed to modernize the bank approval process for clients.

Schwab nears completion of digital client onboarding as TD integration accelerates development By Ryan W. Neal June 23, 2021, 4:52 p.m. EDT 2 Min Read ...

Fintech Sikoia has "raised $6m in seed funding, bringing its total capital raised to over $8.3m, including a pre-seed round from the previous year." ...

Regulatory technology vendors are relishing the prospect of helping banks minimize FX client onboarding errors, but in a world where legacy systems remain commonplace, regtech is not always an easy ...