HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...

Adopt a risk-based approach to client management. Prioritise high-risk clients for more frequent reviews and enhanced due diligence. Use risk assessment tools to dynamically adjust the level of ...

Powerful AI introduces advanced capabilities to Fenergo’s CLM driving unprecedented efficiencies in onboarding, client and counterparty management and regulatory compliance Money20/20 Amsterdam – June ...

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest ...

Fenergo, the provider of digital solutions for Know Your Customer (KYC), Transaction Monitoring and Client Lifecycle Management (CLM), announces that its software-as-a-service (SaaS) CLM solution is ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

WALTHAM, Mass., December 02, 2025--(BUSINESS WIRE)--Pegasystems, Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced a strategic collaboration with Moody’s Corporation ...

Three-month program offers appraisers insights into niche markets, competitive analysis, and sustainable client base development for improved work-life balance The course addresses a major gap in the ...

The financial services industry faces an urgent need to modernize and future proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service ...

Agreement with Fenergo Accelerates Fund Managers’ Speed-to-Market and Drives Efficiencies Across the Investor Lifecycle LONDON--(BUSINESS WIRE)-- Northern Trust (Nasdaq: NTRS) is looking to enhance ...