Tag: client onboarding

Retail brokers and exchanges face a familiar problem: attracting new traders is expensive, while keeping them engaged is harder still. With high acquisition costs and a steep learning curve for first-time traders, onboarding has become a make-or-break moment for trading platforms seeking sustainable growth.

SMBC Americas and Fenergo have announced a strategic partnership aimed at enhancing digital onboarding and client experience across the region. The partnership has been formed...

Sinpex, an AI-powered platform for KYB/KYC lifecycle management, has secured fresh funding to grow its compliance automation business across Europe. The company raised €10m in...

Financial institutions are under growing pressure to onboard clients at speed, without slipping on regulatory expectations that demand traceability, governance and evidence. Commercial teams...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

Vittoria & Partners has overhauled its compliance and onboarding processes with the help of KYC Portal’s (KYCP) powerful automation platform. The firm, which had been...

Erie Strategic Ventures, the venture capital arm of Erie Insurance, has invested in two startups, Atomic and Feathery, to advance innovation across the insurance...

When financial institutions evaluate analytics platforms, it can be tempting to focus on eye-catching features and pricing alone. Yet according to insights from Kidbrooke, the...

The old saying “garbage in, garbage out” takes on a sharper edge in compliance. In KYC processes, poor-quality or outdated data can result in...

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...