27 September 2019
Agent portal technology promises to provide agents with the ease and speed of a digital experience. This review of 18 solutions compares them an…
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You can activate this feature with a VendorMatch Premium subscription.
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This feature is upgradeable
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You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
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Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
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27 September 2019Portals have evolved from acting as a gateway to providing a single look and feel that eases data entry and allows the agent to conduct their tr…
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29 April 2019Financial institutions have been experimenting with AI and machine learning in AML for some time now. The experimentation phase is now giving wa…
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3 March 2019The end-game of anti-money laundering operations will, logically, be a fully automated process whereby monitoring and screening, alert investiga…
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17 January 2019Robotic process automation is a crunch technology that is relatively easy and quick to implement and promises a strong ROI, but a recent string…
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28 November 2018Watchlist screening has become the most-scrutinized area of AML compliance, and the area that has been hit with the most outsized fines by regul…
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12 November 2018The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, so…
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30 October 2018Over the past ten years — we could even stretch back to the last two decades — financial crime management has undergone profound and costly stru…
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16 April 2018The unrelenting data breaches have a silver lining, offering banks an opportunity to reinvent the customer experience. Digital customer acquisit…
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10 April 2018Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busine…