Chris Farrell, founder and former CEO of expense reporting software company Tallie, has joined a new client onboarding software venture, Liscio, as chief operating officer. Liscio is the brainchild of ...

In an era defined by rapid digital transformation and intensifying regulatory scrutiny, corporate client onboarding in financial services has emerged as a critical operational challenge. Traditional ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. A member of the Belgian KBC group, KBC Securities Services is a global ...

We often observe that even the most mature and established B2B solution providers can fall into a common pitfall: hyper-personalization of the onboarding experience, compensating for the lack of a ...

Rocketlane outplays competition by exhibiting strong growth momentum, topping on client satisfaction, ease of use, and delivering ROI three times faster to onboarding teams. Rocketlane earned a total ...