By now you've probably used AI to help you write difficult emails and other messages. It can also help you prepare for a tough conversation. Here's how.

Banks have invested heavily in onboarding new clients, yet legacy KYC records often remain a blind spot. This content is provided by an external author without editing by Finextra. It expresses the ...

Why great technology only works when onboarding, service, and client success are treated as core parts of the advisor experience.

Just as Olympians train for years to perform across ice, snow and demanding mountain terrain, lawyers in growth mode must deliberately cultivate—and consistently apply—the fundamentals of relationship ...

Offshore seismic services firm Shearwater Geoservices has finalized the preparations for the upcoming start of a new multi-client seismic project offshore Nigeria. The 3D survey is backed by ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

The majority of FIs worldwide lost clients during the past year because of relatively slow onboarding, according to an update from Regtech Fenergo Notably, this is said to be highest rate recorded to ...

MUMBAI: The Dubai monetary authority has debarred HDFC Bank from taking on new clients or offering financial advice, through the international financial centre (DFCI) branch for alleged violations of ...