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 ...

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 ...

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 ...

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 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 ...

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

LONDON--(BUSINESS WIRE)--InvestCloud, a global leader in wealth technology, announced today that FirstCape, the leading wealth advice and asset management firm in New Zealand, has selected InvestCloud ...