Rocketlane outplays competition by exhibiting strong growth momentum, topping on client satisfaction, ease of use, and delivering ROI three times faster to onboarding teams. SAN MATEO, Calif., Sept.

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

Chris Farrell, founder and former CEO of expense reporting software company Tallie, has joined a new client onboarding software venture, Liscio, as chief operating officer. Liscio is the brainchild of ...

30 years ago, financial services built everything in-house. Nowadays, with so many off the shelf software products for trading and transaction systems – accounting, HR, CRM to name a few – the ...

Agreement Express, a leading client onboarding software platform for financial services, announces F1 Payments as its newest customer. F1 Payments is a fintech company focused on increasing business ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

The Financial Intelligence Centre mandates that sellers of high value goods comply with Financial Intelligence Centre Act ...

DRAPER, Utah--(BUSINESS WIRE)--After creating and leading the category of Client Onboarding software, GuideCX®, the world’s No. 1 SaaS solution for customer onboarding and implementation, announced a ...

“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

Rocketlane outplays competition by exhibiting strong growth momentum, topping on client satisfaction, ease of use, and delivering ROI three times faster to onboarding teams. Rocketlane earned a total ...