Client Intelligence analyzes client emails and other sources to predict client needs and provide automated outreach.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

Social Leverage backs LEA’s mission to eliminate manual document work and quickly deliver clean data to core systems firms rely on every day. New York, NY, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LEA, a ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Just because you think your client data is protected, and just because a company claims it keeps this data private, does not necessarily mean it's true, according to Randy Johnston, co-founder and ...