VANCOUVER, BC, June 15, 2021 /CNW/ - Vancouver-based financial technology company Advisor Flow today announced a partnership with financial data company Flinks to give financial advisors a fully ...

The shift toward digital onboarding is proving to be a game-changer for financial institutions and users alike. Digital onboarding can foster lasting connections, and its accessibility can contribute ...

Consumers have evolved and now expect a digital onboarding process. This presents an opportunity for banks because enhanced customer onboarding can boost a bank’s retention rate. It is the first ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Babu Sivadasan is the Co-Founder and CEO of JIFFY.ai, a no-code AI platform that enables enterprises to create delightful user experiences. Deloitte’s recent research reveals that 86% of financial ...

Opinions expressed by Entrepreneur contributors are their own. Imagine that you visit a store to buy a new smartphone. A seller quickly packs the gadget you have ...