Financial professionals face a constant battle against administrative overload. Time spent on manual...
Onboarding New Clients: The First Impression Matters
The onboarding process sets the tone for a client’s entire experience with your practice.
02 Apr 2025
Elevating Your Clients' Fact-Finding Experience with Lens
For financial services professionals, getting clients to complete a fact find can feel like an uphil...
18 Feb 2025
Ensuring Compliance: How Lens Supports AML, KYC, and Privacy Act Obligations
Regulatory compliance is a critical responsibility for financial advisers and accountants.
18 Feb 2025