Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's unified platform.

With monthly updates and experimental tools driven by client feedback, the platform continues to evolve as a comprehensive solution for climate-related financial analysis.

When analytics tools feel disconnected from the product experience, it can weaken user engagement and create unnecessary confusion. White label reporting addresses this by enabling organizations ...

How does Bank of America solicit customer feedback? Once a client interacts with the bank, they’re eligible to provide feedback in a quick survey; it follows up right away. We thank the customer, say ...

Scooter Braun had plenty to say about former client Justin Bieber’s latest album, Swag. “Been having a beautiful start to the weekend and getting a lot of texts about how I feel about Justin ...

An expert Q&A on the US Department of the Treasury’s Financial Crimes Enforcement Network’s (FinCEN’s) interim final rule (IFR), effective March 26, 2025, and its effects on reporting ...

These sites are especially useful for finding real-time availability, reviewing profiles, and reading client feedback. As Backpage once offered city-specific services, these platforms now fill that ...

Weigel Broadcasting launches 'WEST,' a new broadcast channel devoted to westerns this fall.

Weigel Broadcasting has announced a fall launch for WEST, a new network that will be devoted solely to classic Western television series ...

With a sharper focus on customer experience, Truist is working to smooth out the onboarding process and increase personalization in its digital banking channels, an executive said.

If you've found yourself owing an increasingly large set of tools, making sure nothing goes missing or gets stolen will become a bigger and bigger priority.

A key advantage of this tool is the ability to gather near real-time customer feedback and make changes more quickly than traditional voice of the customer data-gathering methods, executives said. The ...