Page 3 - Client Lifecycle Management News Today

Delta Capita has selected Wrexham as a prime location as part of its expanding footprint across the UK. The new office creates an expanded onshore alternative and support to its London Head Office and will give the growing team in the region a permanent base and the scope for expansion. It comes as a result […]

<p><b>Delta Capita, a global provider of managed services, technology solutions and consulting, announced that it has appointed Oliver White as its new Head of Sales to focus on driving the client lifecycle management proposition. </b></p>

Wealth Dynamix Wins XCelent Functionality Award in New Wealth Management CRM Report LONDON, Aug. 4, 2021 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celents CRM Platforms: North America Wealth Management report, which analysed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Ven...

Rosalind Secker-Walker will join the firm as US Head of Client Lifecycle Management, effective 24 th May. at JP Morgan, working within Client Onboarding Transformation for both the Corporate Investment Bank (CIB) and Commercial Bank. The breadth of knowledge gained as Global Head of Onboarding for Prime Brokerage and leading the JPM Onboarding Operating Model Design, ensures Rosalind is uniquely positioned to help JDX grow and succeed in this space. Prior to this, Rosalind was the European...

MiFID II Readiness: The Final Countdown With just under two months to go before MiFID II is officially implemented, Laura Glynn, Fenergo director of regulatory compliance, reviews the impact that this wide-ranging regulation is set to have on client onboarding and lifecycle management processes for banks in Europe and all over the world. Initially scheduled for implementation on January 3rd, 2017, the Markets in Financial Instruments Directive (MiFID) II was specifically delayed based on indus...

External | what does this mean? This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Prytek invests in Israeli fintech CRiskCo 3 hours ago Source: Prytek Technology group Prytek has added credit capabilities to its onboarding platform Karbon by investing in CRiskCo through its corporate venture capital arm. CRiskCo is a platform that makes loan application processes digitally accessible fo...

Symphony AyasdiAI and Sionic Join Forces to Expand Availability of Financial Crime Detection Collaboration Delivers Robust AML and Crime Detection Capabilities to the Financial Services Community News provided by Share this article Share this article REDWOOD SHORES, Calif., March 10, 2021 /PRNewswire/ -- Symphony AyasdiAI announced today it is partnering with Sionic, a global financial services consulting firm, to provide customers with better and earlier financial crime detection with reduced...

Share this article Share this article DUBLIN, LONDON and DUBAI, United Arab Emirates, Feb. 7, 2021 /PRNewswire/ -- The worlds first digital trade finance bank, Anglo-Gulf Trade Bank (AGTB) Limited ("AGTB"), based in the United Arab Emirates (UAE), has chosen Fenergo, the leading provider of digital Client Lifecycle Management solutions (CLM) to deploy its CLM platform. Fenergo will enable AGTB to meet its strategic objective to disrupt the trade finance market with a cloud-based, digital-first...

Anglo-Gulf Trade Bank Disrupts Global Trade Banking with Fenergo Addresses chronic shortage of trade finance to businesses globally with Fenergos API-led CLM solutions DUBLIN, LONDON and DUBAI, UAE, Feb. 4, 2021 /PRNewswire/ -- The worlds first digital trade finance bank, Anglo-Gulf Trade Bank (AGTB) Limited ("AGTB"), based in the United Arab Emirates (UAE), has chosen Fenergo, the leading provider of digital Client Lifecycle Management solutions (CLM) to deploy its CLM platform. Fenergo will ...

External | what does this mean? This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Anglo-Gulf Trade Bank selects Fenergo for client lifecycle management 04 February 2021 Source: Fenergo The world’s first digital trade finance bank, Anglo-Gulf Trade Bank (AGTB) Limited (“AGTB”), based in the United Arab Emirates (UAE), has chosen Fenergo, the leading provider of digital Client Lifecy...