Product Spotlight: Automated Workflows
Mako Financial Technologies Blog
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1w ago
In this detailed video showcase, learn more about Mako Fintech's automated workflow feature ..read more
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Product Spotlight: Roles and Permissions
Mako Financial Technologies Blog
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3w ago
In this detailed video showcase, learn about Mako Fintech's robust roles and permissions feature ..read more
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FINTRAC Unpacked: A Wealth Managers’ Guide to Simplifying Client Identity Verification‍
Mako Financial Technologies Blog
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3w ago
A helpful guide demystifying the FINTRAC guidelines for identity verification written in simplified language ..read more
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Product Spotlight: Investor Profiles
Mako Financial Technologies Blog
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1M ago
In this detailed video showcase, learn more about Mako Fintech's investor profile tab ..read more
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Measuring ROI: Assessing the Impact of Digital Onboarding Solutions
Mako Financial Technologies Blog
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1M ago
The wealth management industry is evolving, with digital onboarding solutions becoming a pivotal aspect of how firms manage new account openings. This article delves into the return on investment (ROI) for digital onboarding systems, specifically focusing on the benefits and revenue-driving potential associated with adopting such technologies ..read more
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Navigating the Implementation of Digital Onboarding Systems
Mako Financial Technologies Blog
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1M ago
This article provides a detailed overview of the implementation process of digital onboarding software, what you should look out for, and a step-by-step guide to give you an idea of the various stages of this business transformation ..read more
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Product Spotlight: Bulk Workflow
Mako Financial Technologies Blog
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1M ago
..read more
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Empowering Digital Onboarding Champions: The Mako Customer Success Journey
Mako Financial Technologies Blog
by
2M ago
Customer Success is a pivotal department within businesses, focused on ensuring customers achieve their desired outcomes through software utilization. This multifaceted approach encompasses various stages, including onboarding, education, ongoing support, account management, and proactive guidance on future product utilization. In this article, discover Mako's way to ensure customers get the most from our software ..read more
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KYC Automation: Benefits and Implementation
Mako Financial Technologies Blog
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3M ago
KYC (Know Your Customer) automation introduces a transformative approach to the essential yet traditionally cumbersome process of verifying client identities within the wealth management industry. This technological advancement targets the heart of KYC's historic challenges—its time-consuming nature, high labour costs, and the inefficiencies of manual data verification. By automating critical steps such as data gathering, form filling, and regulatory compliance checks, KYC automation presents a paradigm shift that promises not just enhanced operational efficiency but also a significant reducti ..read more
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What is the Difference Between KYC and AML?
Mako Financial Technologies Blog
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4M ago
Unravel the nuances between KYC (Know Your Customer) and AML (Anti-Money Laundering) practices in the financial sector. Discover how these critical compliance measures work together to prevent financial crimes, yet serve distinct purposes in safeguarding the integrity of financial transactions ..read more
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