"Advisors need speed, data accuracy, and workflow simplicity," said Laurent Bensemana, Founder and CEO at NDEX Systems. "Our integration with Schwab delivers exactly that--removing friction, ...

In the corporate banking space, the process of onboarding new customers continues to pose significant competitive challenges. At the moment, the industry’s cumbersome, manual and lengthy onboarding ...

One of the most important aspects of adding new clients to a financial planner's practice comes in the form of discussions that have little to do with investment "alpha" or fancy strategies.

In every leadership team meeting and board meeting I’ve ever attended, the conversation inevitably circles back to the same set of metrics: annual recurring revenue (ARR), churn, customer acquisition ...

The majority of FIs worldwide lost clients during the past year because of relatively slow onboarding, according to an update from Regtech Fenergo Notably, this is said to be highest rate recorded to ...