Well, I recently spoke with the CHRO of a major financial firm known for its easy-to-use apps that let customers make instant transactions online. But, the CHRO told me, the company’s own employees ...

For legal operations departments, GCs and CLOs alike, there are a few baseline truths with regard to retaining outside counsel: You need them. Sometimes, you need a lot of them. It’s your job to ...

The hiring and onboarding processes can be extremely complex for colleges and universities. Higher-education institutions often bring in hundreds of new employees every year—from professors to student ...

When the economy is tight, financial institutions are faced with several mutually-reinforcing challenges. The temptation for bad action on the part of customers increases. This creates increased ...

Jared Tanimoto began his career at several insurance broker-dealer firms, selling commission-based products before founding Sedai Wealth, a fee-only Registered Investment Advisor company. He has also ...

The vendor onboarding workflow begins with a Microsoft Form, where users submit their requests. These submissions are then routed through a structured approval process involving key stakeholders, such ...

Human capital may be the biggest asset at many organizations. “This is where we make our largest investments,” says Richard Clark, chief accounting officer and corporate controller at Accenture, the ...

Onboarding new wealth clients is critical, as the first 90 days are usually when the relationship takes root or sputters. Onboarding processes that live across several systems lead to repetition and ...