The digital authorised person or partner onboarding process is faster, more transparent and convenient. It eliminates manual ...

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 ...

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 ...

Payments platform Stripe announced this week a new and improved onboarding flow for Express accounts. The payments leader reported that based on user feedback and analysis of thousands of Express ...

Advisor Flow's platform already provides powerful client onboarding features. Its onboarding questionnaire helps new clients get started with the right advisors in under 10 minutes. By pairing Flinks' ...