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How law firms use Xapien for Initial Due Diligence in client onboarding

3 minute read

A common challenge we often hear from legal clients is conducting thorough due diligence on all their clients and demonstrating this compliance to the regulator.

Donor due diligence best practices in 2024

Donor due diligence

5 minute read

Due diligence is often viewed as a necessity for organisations to protect their reputation. But it goes…

Compliance challenges facing law firms in 2024, and how to solve them

Client intake

7 minute read

An effective KYC process requires law firms to truly know their clients’ backgrounds. Though demanding in terms…

9 AI background research use cases | Updated for 2024

Client intake, Donor due diligence

8 minute read

Regardless of your industry, the question is no longer whether you need AI… but how to use…

How automation can scale fundraising in 2024

Donor due diligence, Prospect research

4 minute read

Today, prospect research still happens earlier in the fundraising process, with due diligence left to the final stages. The challenge? It keeps prospects stuck in the pipeline. Especially since donor conversations can span weeks or even months.