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Delta Capita purchases LSEG’s client onboarding solution
Private Banker International via Yahoo Finance· 55 minutes agoClient Onboarding (previously GoldTier) is an end-to-end KYC client lifecycle management compliance...
Tech-Savvy Wealth Managers See Higher Client, Asset Growth | PLANADVISER
PLANADVISER· 15 hours agoWealth advisement firms that lean into technology use show faster growth rates across both client attraction and assets under management, according to an annual best practices ...
Are RIAs failing their clients? - InvestmentNews
InvestmentNews· 1 day agoA recent study has found that registered investment advisors may be failing their clients when it comes to personalization. The report, published by F2...
Tech-focused wealth firms win on multiple counts, says Fidelity - InvestmentNews
InvestmentNews· 19 hours agoSurvey of more than 400 advisors reveals impact of technology onclient growth, AUM expansion, and...
Council Post: Why Freelance Marketplaces Are Phasing Out: Five Key Reasons
Forbes· 8 hours agoFor many companies, working with freelancers is becoming increasingly important. According to our...
Frontegg Supports Rapidly Growing Client Base, Appointing Oren Yaqobi as VP of Customer Success
WJTV Jackson· 5 days agoFrontegg, a premier customer identity and access management (CIAM) platform, is excited to announce the appointment of Oren Yaqobi as the Vice President of Customer Success. At Frontegg, Oren ...
Magix Sequoia Pro
PC Magazine· 2 hours agoThe venerable Magix Sequoia has been a top choice for mastering and broadcast professionals for over 20 years. The newest version of Sequoia Pro—17—is a powerful do-it-all digital audio workstation ...
Financial technology platform QI Tech becomes new LatAm unicorn in Series B extension round led by...
Retail Banker International via Yahoo Finance· 5 days agoAchieving unicorn status is reflection of the hard work and collaboration of every member of our...
AsiaVerify Becomes Latest Addition To Detected’s Risk, Fraud And Compliance Ecosystem | Crowdfund...
Crowdfund Insider· 1 day ago-AsiaVerify has become the latest addition to Detected’s growing risk, fraud and compliance ecosystem. Detected’s ecosystem sits at the center of its platform, “gathering data as businesses ...
Digital life-insurer Singlife Philippines wins four Digital CX Awards from The Digital Banker -...
BusinessWorld· 1 day agoSinglife Philippines, the country’s premier digital life insurer, has been honored with four...