“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

Kohler Credit Union, Think Bank and Communication Federal Credit Union gave their onboarding and direct deposit tech an upgrade through fintech partnerships.

WESTON, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has launched Account Transitions, its newest Digital Onboarding ...

Truist Financial Corp TFC has introduced the electronic direct deposit switching feature to its digital onboarding process for clients, improving the ease and speed of new account openings. In ...

Refinitiv, an LSEG business, announced the launch of a secure, personalized, and seamless global digital onboarding solution to help firms enhance their approach to onboarding clients. The recent ...

MONTREAL--(BUSINESS WIRE)--Mako Fintech, a leading wealth tech company, is announcing its digital onboarding platform is now available on the Fidelity Clearing Canada (FCC) platform. Combining Mako’s ...

Onfido, the global provider of automated digital identity verification, announced a partnership with The Co-operative Bank, the “original” ethical bank, “enabling a streamlined, secure digital ...

This article was originally published on FutureVault.com. Amid a massive generational transfer of wealth and the continued rise in the adoption of wealth technologies, wealth management firms, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The white-label platform can be seamlessly integrated into a customer’s ...

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 ...

Early engagement, onboarding quality, and integrated digital experiences emerge as the strongest predictors of long-term client retention.