Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

The customer experience at the world’s biggest banks and fintech firms is undergoing a significant change. Because of technological advancements, account users may now not only transfer money online ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up ...

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 ...

Continued Emphasis on Digitalization: The banking industry is expected to witness further digitalization of client onboarding processes, with greater integration of AI, ML, and automation technologies ...

Commercial clients represent billions of dollars in assets, but they often have a harder time opening a bank account than the average retail client. For example, commercial clients often have to send ...

Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance ...