Aetna is continuing to build out its digital member experience with the launch of a new onboarding program designed to ease ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up ...

Kohler Credit Union, Think Bank and Communication Federal Credit Union gave their onboarding and direct deposit tech an upgrade through fintech partnerships.

HealthShare FCU Goes Live with DigitalFI’s IdentityFI and CBS Online Account Opening to Modernize Member Onboarding, ...

The latest update to Schwab Advisor Services' digital onboarding technology lets independent financial advisers open and fund up to 10 new client accounts in a single workflow. Schwab first introduced ...

Digital Onboarding, a SaaS company specializing in helping financial institutions strengthen relationships with customers, secured $58 million in growth capital from Volition Capital to continue ...

Truist Financial Corp TFC has introduced the electronic direct deposit switching feature to its digital onboarding process for clients, improving the ease and speed of new account openings. In ...

AI-led onboarding helps brokers launch personalized real estate websites in minutes CENTRAL NORTH CAROLINA, NC, UNITED ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The recent, growing shift towards online commercial activity has led to a ...

With intelligent templates and post-open workflows, Candescent Terafina empowers FIs to drive conversions through speedy account opening Today, Candescent announced a major advancement within its ...

Charles Schwab is launching a digital onboarding tool next month, spurred by increased tech adoption of clients and advisors and greater internal attention to the firm’s software development. The ...

Apps rule us. Mostly in a good way, albeit sometimes somewhat intrusively, software applications (apps) have become part of the operational firmament of life itself. Often accessed via our smartphones ...