HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...

Adopt a risk-based approach to client management. Prioritise high-risk clients for more frequent reviews and enhanced due diligence. Use risk assessment tools to dynamically adjust the level of ...

Significant global events, such as the Russia-Ukraine war and subsequent vigorous international sanctions, have shocked compliance leaders into action. Governments around the world are demanding a ...

Fenergo, the provider of digital solutions for Know Your Customer (KYC), Transaction Monitoring and Client Lifecycle Management (CLM), announces that its software-as-a-service (SaaS) CLM solution is ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

Three-month program offers appraisers insights into niche markets, competitive analysis, and sustainable client base development for improved work-life balance The course addresses a major gap in the ...

Delta Capita has acquired the Client On-Boarding (formerly known as GoldTier) solution from LSEG, as part of Delta Capita’s broader aim to offer managed services and technology solutions that are core ...

The number of global banks losing clients to slow and inefficient know your customer (KYC) onboarding practices has surged to a record high this year, according to new research from Fenergo, the ...

The financial services industry faces an urgent need to modernize and future proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service ...

Value stream alignment. Define value streams using the customer lifecycle to guide digital transformation and improve efficiency while prioritizing customer experience. Agile strategy approach. Use ...