Tag: Onboarding

Proxymity Announces Large-Scale Onboarding of Proxy Voting Clients With State Street
Investor Communications

Proxymity Announces Large-Scale Onboarding of Proxy Voting Clients With State Street

February 2, 2025
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LONDON, England, January 29, 2025 (Newswire.com) – Proxymity, the leading digital investor communications platform, today announces…

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Want To Turn KYC Client Onboarding Into A Competitive Advantage?
Competitive strategy

Want To Turn KYC Client Onboarding Into A Competitive Advantage?

October 18, 2024
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In the field of client onboarding, there are two often overlooked processes,  Client Classification and Suitability…

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