Guides

The UK’s SMEs are under constant pressure from all sides: operating under the enormous uncertainty of Covid, struggling to recruit and retain bright people, and

How banks can be customer centric without replacing their entire IT stack. Here 3 ways banks can implement to better their customer onboarding.

What should banks be doing to remain relevant, run themselves better and ultimately survive in the next era of business banking?

When market conditions are volatile and competitive, which levers do you pull to drive growth? Here are three reasons to engage with partners.

Risk assessment has always been an integral part of the banking and insurance world, but 2020 set about a new transition in the way we look at risk management.

Managing risk is becoming ever more complex, which makes it important to try and see risk in real-time. Find out more about key risk triggers.

Sales triggers are a hugely effective tool for sales teams to prioritise, find out how you can supercharge prospecting with real-time company insights.

Client onboarding is the induction process a company undertakes when it brings on a new customer. Find out more.

There are multiple types of due diligence depending on your business goals. DueDil outlines the different types of due diligence in this useful guide.

Selling to a broad variety of industries and sizes of customer can make it hard to know where to focus your sales, marketing and product development efforts.

Find out more about how to effectively onboard clients with a process that balances speed, customer experience and risk management.

Find out more about conducting IT due diligence when taking over or merging with another company is key to a smooth transitional period.