Customer onboarding

Perhaps no aspect of the financial services workflow is more frustrating than new client onboarding – both for the clients and the companies that want…

Intrepid Automation, provider of industrial additive manufacturing solutions, is thrilled to announce the successful completion of its Series A…

Blocktrade, the go-to asset marketplace for everyone, has introduced a new version of its secure and simplified exchange platform as part of its…

Rocketlane, a leader and innovator in customer onboarding, announced the addition of native forms to its platform. The intuitive feature will…

Rocketlane, a purpose-built customer onboarding platform that helps businesses accelerate their time-to-value, has added leading conversational AI and…

Templum, Inc., a provider of next-generation cloud-based capital markets infrastructure for alternative assets and private securities, announced that…

Gain Credit, a leading online provider of consumer loans in the UK, has announced the incorporation of Synapi, a SaaS (Software as a Service) company…

IBM and Fenergo, a leading provider of client lifecycle management (CLM) solutions for financial institutions, announced the general availability of…

TaskRay announced that TaskRay Open is now part of the Salesforce AppExchange COVID-19 Resources for Businesses, a dedicated resource page designed to…