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Miscellaneous

November 17, 2017

Few years back I had helped couple of my financial clients (mostly banks) in building their workflow surrounding the much talked about FATCA. As you know, any person having a US presence must report their financial whereabouts to the US authority. So, the banks were obligated too, to report to the authority about their clients

November 16, 2017

These are useful features really. It would be interesting to know whether individual users will be comfortable with providing documents in such an organized way though. Organizing has it’s own overhead! Sharing documents online is a good things, it has it’s own usage. But, how much of it is going to be used by individual