Ocellics has launched a Fund Factsheets platform that automates and streamlines monthly fund reporting for South African investment managers, improving accuracy, branding, and scale.

Two, customize the onboarding experience. Have a standard template for all newly hired candidates, regardless of their position or the difficulties in finding them due to their expertise. However, if ...

Sebi relaxes digital onboarding process for portfolio managers to enhance ease of doing business. Changes effective from Oct 1. Guidelines emphasize typed notes for fee understanding.

4. Be clear about expectations. One primary way to set up your managers for success from the start is to be crystal clear about expectations. It's absolutely critical that your managers are ...

India Business News: The capital markets regulator Sebi relaxed the digital onboarding process for clients of portfolio managers on Friday. This move is aimed at facilitat ...

It highlighted how UK wealth managers deem tasks associated with onboarding as more “onerous” than those in Europe. For example, internal approval processes were highlighted as a pain point by ...

Despite evidence that good onboarding matters, most managers and organizations don’t get it right. A recent survey found that only 52% of new hires feel satisfied with their onboarding ...

Automating employee onboarding in Microsoft 365 can significantly enhance your organization’s efficiency and consistency.By using the powerful tools of Microsoft Forms and Power Automate, you ...

Beyond an introduction to company values and processes, however, modern onboarding offers an entirely tailored—or persona-based—experience, often involving digital platforms customized for ...

3 Troubling Workplace Trends Managers Need to Watch For in 2025. Shifts in technology, the labor market, and hiring trends will reverberate through workplaces next year, experts say.