Category: Onboarding Consultants

ARMONK, N.Y., Oct. 5, 2020 /PRNewswire/ — SIBOS: IBM (NYSE: IBM[1] ) and Fenergo, a leading provider of client lifecycle management (CLM) solutions for financial institutions, today announced the general availability of IBM Customer Lifecycle Management (CLM) with Fenergo. The offering is designed to incorporate artificial intelligence (AI) from IBM Watson and analytics on the IBM Cloud to help financial...

Sep 29, 2020 3:46 AM ET iCrowd Newswire – Sep 29, 2020 MarketandResearch.biz has published a new report titled Global Digital Customer Onboarding Software Market Growth (Status and Outlook) 2020-2025[1] that includes the current status of the global market and predicts its growth and each and every fundamental thing across essential regional markets. The report distinguishes, estimates, and examinations the...

ALPHARETTA, Ga, January 28, 2020 – PreciseFP, a client engagement and onboarding tool, is pleased to announce a new partnership with DocuSign. PreciseFP integrates with leading technology providers servicing the financial services sector to increase efficiencies at the firm level while providing a better overall consumer experience. With its new integration with DocuSign, PreciseFP gives advisors the ability to present...

April 17, 2019 “Customer experience is one of the most important success factors of the onboarding process. Customers need to see a single process, no matter how many channels they use. To avoid losing customers during the process, the onboarding strategy must offer cutting-edge personalized experiences that accompany the customer during the onboarding process across multiple channels.” – Inside Magazine...