Tag : onboarding

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......
Wolters Kluwer Legal & Regulatory U.S. Announces Executive Appointments
Fintech News

Wolters Kluwer Adds TeamGuide Pro to Its Cloud-based TeamMate®+ Global Audit Solution

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer  announced the addition of TeamGuide Pro to its award-winning, cloud-based TeamMate+ global audit solution. This new capability enables organizations to automate onboarding, streamline change management, and maximize user adoption. The new TeamGuide Pro solution embeds guides into the TeamMate+ platform that can be used to train new audit staff or......
Trellis Software Announces a Partnership With Clearlist
Capital Markets Fintech Investment Services News

Trellis Software Announces a Partnership With Clearlist

Fintech News Desk
by Fintech News Desk0
Trellis Software Inc., a Boston-based company that helps issuers and fiduciaries navigate the time-consuming and cumbersome private investment process with its innovative digital platform, announced today that it has partnered with ClearList. ClearList is a digital trading platform created to transform price discovery of private company securities and provide liquidity for......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
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