Articles
We recently worked with a wealth management client who wanted to make their client onboarding process more efficient and to locate all documents centrally, ...
Fri, 15 Sep, 2023 at 12:55 PM
In a prior article, we discussed the general onboarding steps that wealth managers typically use with new clients. We created a new Phundex Pathway to hel...
Fri, 22 Sep, 2023 at 10:57 AM
Every successful audit is based on sound planning and an atmosphere of constructive involvement and communication between the client and the audit team. ...
Wed, 27 Sep, 2023 at 12:09 PM
Phundex is pleased to announce its fifth release for 2023, delivering functionality requested by clients earlier this year. Heather-Anne Hubbell, CEO of Phu...
Wed, 4 Oct, 2023 at 11:47 AM
Safeguarding Sensitive Information: The Essence of Data Protection Agreements Data security and confidentiality have become paramount in today's dig...
Thu, 12 Oct, 2023 at 12:47 PM
As many of you will know, we adopted oneNDA early on, as we saw the benefits of a standardized document. We created a oneNDA Pathway in Phundex and have se...
Wed, 18 Oct, 2023 at 2:07 PM
Internal Audit has undergone several evolutions in recent years. Many companies have tended to see it as both a risk and a business consulting function. ...
Wed, 8 Nov, 2023 at 10:46 AM
At Phundex we do releases quite regularly, and we provide release notes, letting you know what's new, what has changed, and where any issues have been r...
Wed, 8 Nov, 2023 at 10:53 AM
Building an Effective Innovation Management System: A Strategic Guide In today's fast-paced business landscape, innovation isn't just an option; it...
Wed, 8 Nov, 2023 at 11:07 AM
Our colleague at IoD Jersey, Ian Webb, recently contributed an article on navigating the opportunities of digital transformation in the local Business Brief...
Wed, 15 Nov, 2023 at 12:04 PM