Building connections with today's consumers is neither straightforward nor easily repeated. As people toggle among channels and devices on their path to a given purchase, businesses wishing to break ...

With this integration, 8amMyCase users can now leverage Click’s Journey AI’s powerful automation tools to optimize lead ...

The professional services industry thrives on relationships. Whether you’re a financial advisor, consultant, law firm, or marketing agency, your success depends on maintaining strong client engagement ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

In the recruitment world, “automation” often triggers two opposing reactions — excitement from management, and quiet ...

Telvent GIT S.A. is announcing the continual advancement of the SAGE product line, evolving from legacy remote terminal unit (RTU) into the optimum substation automation platform. The SAGE product ...

Today’s financial advisors wear multiple hats. In addition to providing financial guidance, advisors conduct client meetings, grow their client list, complete administrative or investment-management ...

Intelligent process automation (IPA) represents a transformative approach combining robotic process automation (RPA), artificial intelligence (AI), and other advanced technologies to streamline ...

Each time a new tool enters the accounting profession, it tends to follow a familiar path. Processing Content At first, it is met with skepticism as professionals assess how it will impact their work ...