at Financial Technnology Year
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Expensify for Finance from Expensify
Offers seamless client onboarding with automatic data syncing, reporting capabilities, expense tracking, and integration with accounting software for a streamlined financial management process.
Product analysis by function
Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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