Streamlining Client Onboarding and KYC with Finhaven Suite October 18, 2024 In today’s digital-first world, I’ve shifted much of my client onboarding to virtual interactions. While this method is convenient and efficient, it requires a streamlined approach to handling Know Your Customer (KYC) documentation and record-keeping. During virtual meetings, I verify client identities through an … Read more

Breaking Free from the CRM Silo: How Finhaven Suite Redefines Customer Management October 8, 2024 How many different CRM (customer relationship management) solutions have you used? Personally, I’ve used five. And if I include some programs that aren’t strictly CRM but serve the same purpose, I’ve probably worked with eight different systems. At Finhaven, we … Read more

My Secret to Managing Investors: How I Use Finhaven Suite as a Dealing Representative October 1, 2024 As a Dealing Representative for a securities dealer, my role revolves around managing relationships with investors. My goal is to onboard them smoothly while ensuring compliance with securities regulations. This can often be time-consuming, especially when done manually … Read more

Don’t Send and Receive Your Clients’ Sensitive Information via Email. Use Finhaven Suite. September 20, 2024   In today’s fast-paced world, professionals juggle numerous responsibilities, often managing multiple clients simultaneously. Amid this constant hustle, the risk of making simple yet costly mistakes is ever-present. I once had a personal experience that illustrates just how real … Read more

Revolutionizing Alternative Finance with Blockchain Technology April 19, 2023 In this session, I will discuss the potential of blockchain to serve as financial market infrastructure rather than just products. I will explore the real innovations that blockchain technology can bring to alternative finance with the power of self-custodial wallets and wallet-to-wallet transactions. I will also … Read more

Launch of Finhaven Insights Newsletter May 26, 2022 Welcome to Finhaven™ Insights, a weekly newsletter covering the latest insights, news and happenings within Finhaven and the industries we operate in. Fundamentals of Finhaven Token Our vision for FINToken is to become a utility medium for innovative & improved transactions in regulated industries, using blockchain technology. … Read more

Uzair Merchant aka Uzi worked on a music project called “Stardust” starting in November last year, which led to a transnational hip-hop collaboration which is now getting a music video NFT. February 4, 2022 From Hitpiece to Indian hip-hop trading cards to graffiti artists, non-fungible tokens on the blockchain are quickly expanding in India As … Read more

Uzair Merchant and Finhaven Private Markets Consider Offering a New Kind of NFT with Uzair’s Music Video, Stardust VANCOUVER, BC – January 12, 2022 Uzair Merchant, one of India’s first Production Designers in Hollywood, is here to change the scope of creativity with his latest music video STARDUST, winner of ‘Best Music Video‘ and ‘Best … Read more

We can’t ignore cryptocurrencies any longer May 20, 2021 by DH Kim, CEO Finhaven By now, you’re probably familiar with Gartner’s Hype Cycle, a visual representation of how momentum for new technology builds over time. It’s something to keep in mind as we hear more and more about cryptocurrencies and where they will play in … Read more

Leading technology outlet, Vancouver Tech Journal, features Finhaven April 28, 2021 by William Johnson Go-to source for Vancouver technology news on Finhaven’s journey to simplify private markets. Read the full article HERE