Rajesh Kumar Singh | HCL Blogs
Client on boarding (COB) refers to all activities that are performed during the acquisition of new customers and plays an integral role in subsequent interactions during the complete customer lifecycle - ranging from all the mandatory KYC, AML, risk-...
Combining the human touch of an experienced financial advisor with ease, scalability, and speed offered by robo-advisor platform can be a powerful combination for an advisor’s practice model.
Wealth management is undergoing through the disruptive changes. Digital technology, along with stringent regulations, cost pressures, and rising customer expectations is changing how investors interact with their advisors, and how wealth management f...