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client onboarding technology

Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software

hand touching digital tablet

IG Wealth will be first financial services firm to use the platform

  • By: IE Staff
  • June 17, 2020 June 17, 2020
  • 12:35
Smiling businessman calculates taxes and gesturing thumbs up

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Business and financial report with laptop Accounting economic

Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes

Yarmouth, Me.-based firm brings expertise in claims management

  • By: IE Staff
  • August 16, 2018 October 17, 2019
  • 15:15
High angle view of businesspeople shaking hands and closing a deal

Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool

Financial technology business investment concept illustration with data computer background

Outdated practices impose significant costs on the financial industry

The Montreal-based technology firm recently acquired Apeiron Software and Planist

  • By: Leah Golob
  • January 10, 2018 February 14, 2019
  • 12:00

There are many calendar and productivity applications that can help you take control of your schedule. Some can be shared with other team members and integrate with your existing programs

Investment commentary and reporting have been challenging to automate because of the skill required to analyze investment data, articulate the rationale behind investment decisions and ensure quality control

  • By: IE Staff
  • December 19, 2017 February 2, 2019
  • 14:45