Tag: client lifecycle management

Today's financial landscape is rapidly evolving, with Environmental, Social, and Governance (ESG) factors gaining a pivotal role. As the sustainability and responsible investing frontiers broaden, financial institutions (FIs) find themselves in a crucial position to respond proactively to the escalating challenges posed by ESG.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

RegTech 100 company Finomial, a compliant client lifecycle management platform, has landed a strategic equity investment from Silver 8 Capital.