For legal operations departments, GCs and CLOs alike, there are a few baseline truths with regard to retaining outside counsel: You need them. Sometimes, you need a lot of them. It’s your job to ...
The collaboration brings together Schwab's industry-leading custody infrastructure with NDEX's advanced data and workflow automation, giving wealth managers, RIAs, and family offices a more seamless, ...
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What is workflow automation?

Automating manual processes improves efficiency and eliminates human error. Learn about workflow automation and how to create ...
Acquisition gives Trulioo offices in Denmark and Romania. The identity verification startup Trulioo has acquired HelloFlow, a Denmark-based firm offering a no-code, drag-and-drop solution for client ...
Partner relationships help increase a vendor’s reach and allow them to meet the demand for their products rather than leave money on the table. But a recent Ovum report shows that around 40% of ...
The hiring and onboarding processes can be extremely complex for colleges and universities. Higher-education institutions often bring in hundreds of new employees every year—from professors to student ...
(MENAFN- EIN Presswire) Service Farm's low-touch or no-touch employee onboarding workflow, built on Microsoft 365, streamlines the employee onboarding journey and enable customization. Service Farm is ...
Well, I recently spoke with the CHRO of a major financial firm known for its easy-to-use apps that let customers make instant transactions online. But, the CHRO told me, the company’s own employees ...
North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) ...