Optimizing the KYC process

Optimizing the KYC process

This bank’s redesigned Know Your Customer (KYC) process earned high marks from the FDIC.   At a glance: When a nationwide bank and wealth management company needed to update and streamline their Know Your Customer (KYC) process, they contacted us.  ...
Automating new-hire paperwork in the cloud

Automating new-hire paperwork in the cloud

Global staffing firm replaces manual process with cloud-based automation system for new-hire paperwork.   At a glance When an international staffing firm brought in new hires, internal distribution of the candidate’s paperwork was a cumbersome, manual process...