Tag: CRM integration

Selecting an Enterprise Content Management (ECM) platform is only the beginning; the real value emerges when organisations implement it effectively. M-Files, a document management system,...

M-Files has introduced Workspaces, a new AI-enabled capability designed to transform how organisations engage with their documents, processes, and people. Positioned as the next evolution...

Altruist, a modern custodian dedicated to transforming how financial advisors serve their clients, has launched Hazel, a new AI-powered platform designed specifically for wealth...

Choosing the right Document Management System (DMS) is about transforming how your business operates, not just adding software. For teams stuck hunting for files or resolving version errors, a DMS can eliminate chaos and simplify workflows.

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

In today’s competitive business landscape, managing the client lifecycle efficiently is more important than ever. KYC Portal CLM offers a comprehensive solution that streamlines every stage of the client journey, from onboarding to ongoing monitoring and beyond. This powerful platform helps businesses ensure regulatory compliance, enhance client satisfaction, and improve operational efficiency.

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.

Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.