July 1, 2025) - Content Snare, a platform for secure client onboarding and document collection, has earned ISO 27001 certification, reinforcing its commitment to protecting sensitive information for ...

The evidence suggests that if accounting firms report their audit employee turnover, it could give investors, regulators and ...

By using ZeroKey, client data from moneyinfo can instantly pre-populate forms and processes with providers such as Fidelity, 7IM and Quilter – even those lacking open APIs.

In response, Aztec Group, a leading fund and corporate services provider, has partnered with Lantern, an innovative data intelligence platform, to enhance how clients can access high-quality, on ...

In a new FORM-8K filing with the SEC today, Conduent has now confirmed that threat actors had stolen files containing information about the company's customers.

Client systems (found in personal computers such as notebooks, desktop computers, and Ultrabooks) Enterprise computing platforms (HPC, data center servers) ...

Enhanced Communication: Smart Summaries transform complex data into client-friendly insights. Personalization at Scale: Behavioral finance principles empower deeper client relationships.

As we enter 2025, compliance with U.S. securities regulations remains a critical focus for startups and early-stage companies. Historically, the U.S. Securities and Exchange Commission (SEC) has ...

Rank-and-file bank workers are selling client data online in back-door deals – even as firms argue it's a customer’s responsibility to stay safe from scams, according to a report.

Pending the notification of the rules for the Digital Personal Data Protect Act, 2023, the Data Security Council of India (DSCI), a data protection body set up by NASSCOM, partnered with IDfy to ...

A template lets you write familiar HTML-like files that can access live data within an application. Templating is a time-tested approach to the server-side generation of views and Express supports ...