Grant Thornton UK has selected Fenergo’s AI-driven client life cycle management (CLM) platform to support its onboarding, due diligence and compliance processes. Fenergo’s CLM tools will help Grant ...

Guide identifies which onboarding steps can be automated while preserving human-led client relationship elements DUBAI, ...

In recent years, the global economy has witnessed significant growth in the financial sector, with the emergence of new products and services catering to a wide range of clients. This simple issue ...

Goldman Sachs is building AI agents with Anthropic’s Claude to automate trade accounting and client onboarding, aiming to speed work and boost efficiency.

ChainUp Group, a Singapore-based blockchain technology solutions provider, announces its partnership with London-based Sumsub to offer its clients KYC services that comply with AML regulations.

Continued Emphasis on Digitalization: The banking industry is expected to witness further digitalization of client onboarding processes, with greater integration of AI, ML, and automation technologies ...

We’re firm believers that effective lead capture is a critical factor in creating smoother, more efficient client journeys ...

Fenergo, a provider of artificial intelligence-driven client lifecycle management tools, to overhaul onboarding, due diligence, compliance workflows.

Most firms don’t set out to create duplicate client records. They accumulate them, one system at a time. A CRM entry here, an onboarding ...

Striking a balance between customer experience (CX) and regulatory compliance often creates more friction for organizations regarding customer onboarding and maintaining existing relationships. As ...

While financial advice remains a deeply human endeavor, the role of technology in modern advisory firms has become indispensable. As client expectations rise and wealth management grows more complex, ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride ...