Tag: Streamlining

Turn Onboarding Into a Data-Collecting Adventure Through Automation

First impressions matter. A poor onboarding process can set the wrong tone – for wealth managers trying to grow their assets under management (AUM) — and for clients who entrust their assets to someone new. Leaders in digital transformation at wealth management firms are seizing on this fact, with nearly half saying their biggest tech investment […]

Claap prevents meeting fatigue with async video collaboration

Meet Claap, a French startup that has been working on a way to collaborate more efficiently as a distributed team. Claap is officially launching its product today. Instead of relying exclusively on a mix of written memos and Zoom calls, Claap lets you share and receive quick videos with other teammates so that everyone can […]

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