Recognise Bank, the Fintech powered business lender and savings provider, has teamed up with TruNarrative, a LexisNexis® Risk Solutions company, in order “to completely transform the onboarding ...

“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

In Ukraine remote customer identification and the option to become a bank customer online has been officially in place since 2020, and at present nearly 40 banks out of 63 operating on the market have ...

Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

To start answering those questions, look at your client’s personal cash flow statement. I like the personal cash flow statement because it not only includes a client’s net business cash flow, but ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

Danish investment bank Saxo Bank has managed to drastically reduce the time it takes to onboard new customers and get them trading on its platform thanks to some recent investments in data science and ...