Page 4 - Client Onboarding News Today

Doxim Celebrates Ranking On the 2021 WealthTech100 List of Leading Bank and Wealth Management Technology Solution Providers Share Article Prestigious list celebrates the world’s most innovative tech solution providers addressing the needs of asset managers, private banks and financial advisors Doxim is helping banks and investment firms grow, with data-driven, omnichannel engagement and communication solutions that help retain customers and grow market share -- Doxim President and CEO Mike Ro...

Industry Leaders Join Silver to Streamline Client Onboarding & Operations Silver Expands Leadership Team to Accelerate Delivery of Client Solutions and Scale Business & Technical Operations News provided by Share this article Share this article NEW YORK, Feb. 9, 2021 /PRNewswire/ -- Silver Management Group of Companies, a leading provider of business and technology solutions for the investment services industry, announced the additions of Jean Saladino and Patricia Neil to the Silver Team. In...

Innovative Financing Solutions Selects Vikar Technologies to Deliver PPP Loan Origination and Forgiveness Software to Network of Nationwide Lenders for Next PPP Round Share Article Vikar now offers a complete PPP Loan Lifecycle solution including Origination, Closing and Forgiveness. “In today’s environment, the adoption of digital solutions is critical to remove friction from the lending process and to increase digital engagement for both the borrower and lender. We are pleased to offer a ...

KBC Securities Services selects Objectway for smart digital client onboarding for independent wealth managers BRUXELLES, Milan, Dec. 15, 2020 /PRNewswire/ -- KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients investment portfolios. A member of the Belgian KBC group, KBC Securities Services...