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 ...

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, ...

In today’s fast-moving, digital-first accountancy environment, knowing exactly who is behind a signature or transaction is essential. Yet, in the ...

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.

We often observe that even the most mature and established B2B solution providers can fall into a common pitfall: hyper-personalization of the onboarding experience, compensating for the lack of a ...

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 ...

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 ...

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, ...

Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

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 ...

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 ...