Handle customer PII? An FTC-mandated info security program may be in your firm’s future. Here’s a breakdown of which firms must comply and who is...
Changes to the FTC's Safeguards Rule will go into effect on June 9, 2023, and will mandate several major changes for US-based financial institutions.
Whether you’re onboarding new clients, or planning to file your own taxes, here are 4 ways to reduce the risks of sharing your PII and PIFI online.
Learn how to automate the client onboarding process at your accounting firm, the benefits of doing so, and different software you can use.
With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...
Financial organizations must reckon with how they should leverage digital transformation technologies to keep pace with customer experience...
Digital transformation is the way of the future, and credit unions must embrace automated document collection to improve member experience. Learn...
Learn what to look for, and how to integrate your existing financial systems with a document automation platform.
Learn about the benefits of automated document collection, and how it could improve your organization’s efficiency.
How Aprio Cloud, an outsourced accounting firm, automated accounting, and financial documents requests. Alex also shares her tips for better business...
While most credit unions experienced growth in 2020, differentiating member experience and remote services remain strategic priorities for further...
The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.