Tag: C-suite executives

Nearly all wealth managers plan to adopt new technologies in 2024...

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Bridging the gap in KYC Compliance: The Rising Tide of Automation

The financial sector has for long been bogged down by manual processes in adhering to regulatory standards. The spotlight now shifts towards embracing technology, particularly in Know Your Customer (KYC) operations. Fenergo has outlined the opportunities for KYC compliance automation.

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