Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...
Hamachi and Advisor CRM are also extending the industry-wide trend toward data-driven insights, while Docupace and iPipeline ...
With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...
Wealth.com exec explains how new platforms help advisors scale estate and tax planning while maintaining personalized service ...
Zoom Communications unveiled Zoom Virtual Agent 3.0 on Feb. 24, introducing an execution architecture designed to automate end-to-end customer resolution across enterprise systems. The update builds ...
HR Truck Services, Inc. today announced the expansion of its AI Concierge platform into the automotive dealership market, introducing a 24/7 omnichannel engagement and service coordination solution ...
Space management got us through the first phase of hybrid work. It proved that technology could bring order to chaos. But the next phase requires something more: a deliberate focus on what people ...
A better way to drive growth and profitability by Scott Magids, Alan Zorfas and Daniel Leemon When companies connect with customers’ emotions, the payoff can be huge. Consider these examples: After a ...
Northern Trust has expanded its collateralized loan obligation services for institutional clients through its Omnium platform as global CLO activity increases.
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