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 ...
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 ...
Having seen so much turmoil over the past decade, the financial services market is finally switching gear, moving away from an almost compulsive focus on regulatory compliance and towards a more ...
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 ...
LONDON, Nov. 26, 2020 /PRNewswire/ -- Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading ...
Aite Group Ranks Appian a “Best-in-Class” Vendor for Financial Services Client Life Cycle Management
TYSONS, Va., Dec. 04, 2019 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN) today announced that independent analyst firm Aite Group has named Appian a “Best-in-Class” vendor for financial services client ...
Having seen so much turmoil over the past decade, the financial services market is finally switching gear, moving away from an almost compulsive focus on regulatory compliance and towards a more ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback