Tags Onboarding

Tag: Onboarding

What are the three key pillars of customer experience?

A recent whitepaper by client data management firm iMeta has underlined three vital pillars of the customer experience journey in financial services.

IDmission is reducing the stress of customer onboarding

As customers expect an increasingly digital service, banks are faced with the challenge of safely onboarding new clients remotely. That is where IDmission’s digital identity verification tools come in.

India’s IDfy sets sights on further international growth

India-based IDfy, which provides ID verification and onboarding solutions, has raised INR 86 crore ($11.4m) in its Series D funding round.

How onboarding is hindering client experience

A recent blogpost by MyDocSafe has detailed how the onboarding process within wealth management is impacting the client experience through its complexity.

Helping banks step up onboarding – Clarifai closes its Series C

Clarifai, which helps firms improve customer experiences and onboarding, has collected $60m in its Series C round, which was led by New Enterprise Associates.

Customers with good onboarding experiences more likely to remain brand loyal

Customers that have “better than expected” onboarding experiences are more likely to remain loyal to a brand and acquire more products than consumers suffering from bad experiences.

Kroll introduces new KYC solution to strengthen checks, onboarding efficiency

US firm Kroll has introduced Kroll Business Connect, a new know-your-customer (KYC) tool to bolster the onboarding efficiency and KYC checks.

Advanced Fraud Solutions releases new account validation tool

Deposit fraud detection software developer Advanced Fraud Solutions has released a new account validation tool for financial institutions.

Electronic IDentification unveils digital solution to simplify onboarding process

Spanish identity software specialist Electronic IDentification (eID) has launched a new solution aimed at building any digital onboarding process within hours.

Compliance officers fear more time is needed to manage regulatory requirements

Most compliance offices fear there are not enough hours in the day to manage regulatory compliance, according to research from KYC Portal.

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