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Onboarding customers: How to handle manual interventions

Drive for STP Many financial services firms are trying to achieve higher levels of Straight ...

Posted by: Alexis Fox-Mills

Collect documents directly through PassFort

Our approach to product development centres around customer success. Not just our customers’ ...

Posted by: Alexis Fox-Mills

How you can take control of CLM

The concept of integrated customer lifecycle management (CLM) in Financial Services is ...

Posted by: Oliver Malmed

Solving KYC challenges for banks

In today’s globalised, fast-changing world, streamlining KYC (Know Your Customer) compliance ...

Posted by: Mike Kelly

Create efficiency in all areas of customer onboarding

In the last 24 months there have been at least 112 new entrants into the UK banking sector, ...

Posted by: Alexis Fox-Mills

PassFort and the case of the challenger bank...

We explore the objectives of one financial institution with ambitious growth plans and how ...

Posted by: Alexis Fox-Mills

3 Steps to seamless onboarding

Goldratt’s work on the Theory of Constraints (TOC) is well known and widely used. It basically ...

Posted by: Alexis Fox-Mills