When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. By unifying Pega® Robotic Automation within Pega CLM and Pega KYC, global ...

Back in the day, onboarding was a process that had to be done face-to-face, at a brick-and-mortar location that had a computer system hooked up to a program that could be monitored and checked for ...

In today’s shifting economy, corporate and investment banks face intense pressure to accelerate onboarding and strengthen ...

LONDON--(BUSINESS WIRE)--IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that its client onboarding, entity data management and know your ...

Capital markets regulator Securities and Exchange Board of India (SEBI) has simplified the KYC process and rationalised the risk management framework at KYC registration agencies (KRAs) to ease the ...

In an era defined by rapid digital transformation and intensifying regulatory scrutiny, corporate client onboarding in financial services has emerged as a critical operational challenge. Traditional ...

Financial institutions are spending millions of dollars every year inefficiently onboarding and maintaining clients, according to research from Fenergo, the provider of Know Your Customer (KYC) and ...

This is a revision to the earlier circular issued by the regulator on April 6, 2022, which said that clients can only open an account after the KRA has validated their documents. The market regulator ...