Jen's Top 5 Tips to Getting Excited about Adoption

Jen MacDonald, a Customer Success Specialist at Agreement Express, has seen it all. With four years of experience in software implementation and adoption, she’s become  a guru in training and an aficionado when it comes to troubleshooting.

Turn Onboarding Operations Into a Client-Centric Experience

Today, consumers expect the same experience from their wealth management firms as they have with BigTechs. According to the Capgemini World Wealth Report 2018, more than 80% of HNWIs are willing to begin a relationship with BigTechs within one year (assuming they offer wealth management...

Improving Client Onboarding: Wealth Management

It is becoming less of a secret how important the client onboarding process is in wealth management, both for the business and the client. In fact, client onboarding is still the number one challenge for firms.

In reality, it’s one thing for firms to know they need to improve, but an entirely...

Digital Transformation is More than Just Automation

As disruptive technologies increase in prevalence within wealth management, traditional firms face a growing need for meaningful digital transformation. While research reports are published daily on the best way to “go digital,” firms are still struggling with getting started.

With Beneficial Owners, How Well Do You KYC?

Anti money-laundering (AML) and Know Your Customer (KYC) requirements form the critical underpinning of financial regulation. In recent years, there has been increased pressure on regulators to introduce additional AML and KYC reforms as a result of some high profile controversies involving...

Meet The Experts - Software Advice

For our latest Meet The Expert column we consulted Market Research Analysts from leading software review site, Software Advice. Craig Borowski and Eileen O’Loughlin have well-research insights on automation and the impact technology can have on business processes. We discussed what’s next for...

Multi-Generational Wealth: Why Your Firm Will Lose the Next Generation


Meet the Experts: KYC SiteScan

In our new series, Meet the Experts, we interview top industry influencers and innovators who are shaping the future of the financial services industry.

The Single Biggest Threat to Banking

What is the single biggest threat to the financial services industry?

The most important aspect of the customer onboarding process

Anyone who has opened a merchant bank account can attest that the client onboarding process is slow and complex. As margins decrease and merchant attrition increases, bank executives responsible for customer experience are searching for ways to remain competitive by understanding the problem and...