Inside Compass’ tech migration, fast-tracking of Private Exclusives

New Intel surveys shed light on how the brokerage giant is balancing a “no mandate” pledge with business pressure to onboard agents quickly. Continue reading

NCino acquires integration partner Sandbox Banking for $52.5M

In a flurry of activity, the cloud banking solutions provider appointed Sean Desmond as CEO while granting a big shareholder, HMI Capital Management, a seat on its expanded board of directors. Continue reading