KYC Process Automation with Intelligent ML, AI & RPA

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Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.

Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform

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Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

Resolving the Blockchain Trilemma: Avalanche Inspires the Next Wave of Blockchain Innovation

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Avalanche was created in 2019 with a sole purpose in mind: to create the fastest time-to-finality blockchain in existence.

How Can Advisory Firms Build for the Digital Future?

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The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.

How to Use Automated Deliverables to Reduce Regulatory Risks

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As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.

How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows

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Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

4 Benefits of Workflow Automation

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With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

VIDEO: Y’all Street Report with Jim Row

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How long does a capital raise take? The answer: it depends. Depends on product, security, amount, terms, management team, there are no less than 10 significant drivers, however, there is one thing that is hard to control, that is the calendar...

Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment

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Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

The Importance of Data Cleanliness in Your Tech Stack

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It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?