For banks and wealth managers, managing corporate action communications is often one of the most resource-heavy and stressful processes. Every notice must be accurate, timely, and delivered in the client’s preferred language, while also adapting to different types of corporate events. Manual processes, paperwork, and repeated checks make this task both...
Banking is becoming more complex. Regulations are tightening, client expectations are rising, and technology continues to evolve. For banks, this creates a dual challenge: staying compliant while also delivering a seamless client experience. By breaking down banking systems into smaller, specialized modules, financial institutions can stay flexible,...
In recent years, the European Union has placed increasing importance on secure and transparent financial systems. One area under close attention is Know Your Customer (KYC), the process banks use to verify client identities. With growing demand for efficiency and stronger compliance, electronic KYC or e-KYC is becoming a central part of how banks operate...
When it comes to managing wealth, the first step (onboarding) is just the beginning. Investors and clients expect much more than a quick registration process. They want guidance, personalization, and confidence that their unique financial needs are understood and addressed. MozaIK was designed with this in mind. It is not just a tool for onboarding,...
Banking today requires more than just providing services through branches. Customers expect access to their accounts, transactions, and reports at any time, from anywhere. This makes e-banking and mobile banking essential for any financial institution that aims to remain relevant. Many banks already offer eBanking solutions, but a large number of these...
Managing documents in financial institutions can be difficult. Banks and similar organizations often deal with hundreds of forms, templates, and documents. These documents must be accurate and consistent (to avoid compliance issues or legal risks). Flexi Forms offer a structured and modern approach to managing eFormulaires and eQuestionnaires. Instead...
