Tag: Onboarding

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.

Rocketlane snares $3m in Matrix-backed seed funding round

Customer onboarding platform Rocketlane has secured $3m from a seed funding round led by Nexus Venture Partners and Matrix Partners.

Muinmos tap financial services stalwart as new CTO

RegTech firm Muinmos has appointed Emil Kongelys to the newly created role of CTO.

KYC Portal’s embedded email function helps reduce manual processes for onboarding

KYC Portal’s embedded email function is designed to reduce manual effort when collecting information for onboarding new clients.

Jumio, Microsoft enter alliance to support decentralised digital identity service

Identity verification firm Jumio has collaborated with Microsoft to integrate the latter’s Azure Active Directory (AD) verifiable credentials to Jumio’s platform.

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