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 ...

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 ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

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 ...

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 ...

Agreement with Fenergo Accelerates Fund Managers’ Speed-to-Market and Drives Efficiencies Across the Investor Lifecycle LONDON--(BUSINESS WIRE)-- Northern Trust (Nasdaq: NTRS) is looking to enhance ...

Christoph Braeuchle of PTC discusses Codebeamer ALM software, which was acquired from its purchase of Intland Software in 2022. Modern machine design involves software-controlled functionality and ...