Client portals

OpenFin, FactSet partner to make their apps, data feeds work together

11/12/19

Banks like RBC and JPMorgan Chase can now more easily draw real-time FactSet data feeds into applications.

[more]

Morgan Stanley to port documents of 1.3M clients to Box's cloud

07/22/19

It's one of the first wealth management firms to share documents with clients through Box.

[more]

Are banks' collection departments finally ready for a tech overhaul?

11/28/18

In a world where most financial matters can be handled with a few taps on an app, debt collection appears stuck in the last century.

[more]

Small banks need big data to maintain customer service edge

08/21/18

Community bankers take pride in their personal touch with customers, but they must extend it to mobile platforms. A good start is creating digital hubs that let customers view their full financial picture in one place, a chief technology officer says.

[more]