According to data conducted by Avaloq, a digital banking solutions and wealth management technology company, wealth management clients globally face considerable wait times during the onboarding ...

Having a clear onboarding process absolutely helps us achieve that.” It can be tempting to say yes to every new project that comes along—even if it’s not a good fit. Betsy Burnham solves this problem ...

Tomer Guriel is the Co-Founder and CEO of ezbob - a propriatery Core Lending Platform enabling banks to migrate to digital services. Think about this: Your clients enter a bank to open an account or ...

In recent years, the global economy has witnessed significant growth in the financial sector, with the emergence of new products and services catering to a wide range of clients. This simple issue ...

The digital authorised person or partner onboarding process is faster, more transparent and convenient. It eliminates manual ...

Embarking on a job can stir up a mix of emotions for employees, balancing excitement with feelings of being overwhelmed. It’s crucial for employers to establish an onboarding procedure that enables ...

Onboarding is the process that helps new hires acclimate to their new organization. The more efficiently this is done, the sooner employees can hit the ground running and begin contributing to the ...

Integrating OptimizeRx’s patented, deterministic Micro-Neighborhood ® audience data with Experian’s identity graph enables audience expansion for onboarding, curation, and measurement through a deep ...