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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. You can now safeguard your most critical data in CLMi using the REGDATA ...

LONDON--(BUSINESS WIRE)--InvestCloud, a global leader in wealth technology, announced today that FirstCape, the leading wealth advice and asset management firm in New Zealand, has selected InvestCloud ...

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 ...

Wealth Dynamix, a provider of Client Lifecycle Management solutions, announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions. The Wealth ...

Significant global events, such as the Russia-Ukraine war and subsequent vigorous international sanctions, have shocked compliance leaders into action. Governments around the world are demanding a ...

The financial services industry faces an urgent need to modernize and future proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Words rarely match actions when portfolios suddenly plummet. Theoretical comfort with volatility evaporates quickly once percentage drops transform into dollar figures. One of the thorniest challenges ...

It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

As a financial adviser, I have the privilege of guiding a diverse array of clients toward achieving their financial goals. Over the years, I've observed that the most successful among them share ...