How can financial advisors better attract and engage clients? Investor expectations for their financial advisors have evolved over the years. Clients are no longer focused only on the functional value ...

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 ...

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 ...

Powerful AI introduces advanced capabilities to Fenergo’s CLM driving unprecedented efficiencies in onboarding, client and counterparty management and regulatory compliance Money20/20 Amsterdam – June ...

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 ...

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 ...

In less than six months’ time (January 3rd, 2018), banks will need to be fully compliant with MiFID II regulatory obligations. In her second blog on the topic, Laura Glynn, Fenergo Director of ...

WALTHAM, Mass., December 02, 2025--(BUSINESS WIRE)--Pegasystems, Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced a strategic collaboration with Moody’s Corporation ...

In a world where clients expect Amazon-level personalization, legal marketing professionals are being called to rethink how we engage, nurture, and retain clients. Gone are the days of ...

Everyone's heard the old adage that "the customer is always right." It's one of the most enduring business phrases of all time. There have been endless caveats and nuances breathed into the maxim. And ...