Dubai’s financial regulator has barred HDFC Bank’s Dubai International Financial Centre branch from soliciting, onboarding or servicing new clients, citing compliance lapses. The order, issued by the ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

Kindly include all ages shown in the screenshot and ensure the questions asked are appropriate for the selected age. Refer to the HIV-Negative Pregnant and Breastfeeding Adolescents and Young Women ...

Look up the program you want to pursue at http://www.purdueglobal.edu Click on Intake Form Download a copy of the form, if you do not download the form some of the ...

If you are considering a report of discrimination or harassment and would like to be contacted, please fill out this form. After receiving your information, a representative of Equity, Diversity and ...

Daily Order Activity Spans Multiple Sectors Including Construction, Banking, Healthcare, and Logistics This surge follows a series of strong sales months as RAD continues to accelerate deployment of ...

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of Smart Intake, the only AI-powered client intake system ...

Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...

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Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Lea Uradu, J.D., is a Maryland state ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting apps with access to sensitive data.” — ...