Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded ...

More than half of employees said their onboarding overly focused on administrative tasks, often overshadowing job readiness.

Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year, intelliflo’s Advice Efficiency Survey 2025 [1] reveals.

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