Search Results for: client onboarding

Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
Fintech Investment Services News

Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Chainup Partners Sumsub To Strengthen KYC & AML Compliance In User Onboarding Process For Clients
Blockchain Compliance management News

Chainup Partners Sumsub To Strengthen KYC & AML Compliance In User Onboarding Process For Clients

Fintech News Desk
by Fintech News Desk0
Blockchain solutions provider ChainUp Group announced a collaboration with international all-in-one verification platform Sumsub to provide clients with KYC & AML services. ChainUp Group, a Singapore-based blockchain technology solutions provider, announces its partnership with London-based Sumsub to offer its clients KYC services that comply with AML regulations. Through this partnership,......
FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader
News Trading

FXCM Pro Now Onboarding Clients With FlexTrade’s Maxxtrader

Fintech News Desk
by Fintech News Desk0
FXCM Group, LLC, a leading international provider of online foreign exchange and CFD trading, announced that FXCM Pro is beginning the process of onboarding clients with FlexTrade System’s “MaxxTrader” solution across the LD4 hosting centre. This announcement follows from the recent news in late 2019 detailing the initial launch of......
Signzy Partners with Asapp Financial Technology to Revolutionize Digital Onboarding In Canada’s Banking Industry
Banking Finance Fintech News

Signzy Partners with Asapp Financial Technology to Revolutionize Digital Onboarding In Canada’s Banking Industry

EIN Presswire
by EIN Presswire0
Signzy, a market leader in digital banking compliance solutions, is thrilled to announce a strategic partnership with ASAPP Financial Technology, Canada’s most complete omnichannel experience platform. ASAPP will incorporate Signzy’s One Touch KYC solution to elevate its digital onboarding services as part of the upcoming Version 20 release in December. This......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Howden Integrates FullCircl into Acturis to Enhance Client Experience whilst Reducing the Cost of Compliance
Finance Fintech News

Howden Integrates FullCircl into Acturis to Enhance Client Experience whilst Reducing the Cost of Compliance

PR Newswire
by PR Newswire0
FullCircl, a software provider that helps insurance brokers accelerate growth and seamlessly integrates compliance into the process, today announces that it has signed a multi-year agreement with Howden, the global insurance intermediary group, in a deal which will help Howden clients ensure correct levels of cover whilst reducing the burden and......
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