The institutions recognized with Global Finance’s AI in Finance Awards 2026 have not merely adopted AI; it is now a ...
DuoDigital: The Future of Legal Marketing Automation Orlando, United States – December 17, 2025 / DuoDigital / DuoDigital is making significant strides in the realm of law firm marketing by offering ...
LSEG and Citi announced a multi‑year strategic partnership to deploy LSEG’s data, analytics and workflow solutions at ...
Wealth and asset management executives are entering the next year with a distinctly optimistic stance on growth, even as ...
Generative AI and advanced automation have officially crossed the line from support function to core investment capability.
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...
The general rule is that an agent is not liable for the suppliers' acts or omissions. However, there are exceptions.
Seismic’s Kerry Ryan tells InvestmentNews how wealth and asset managers are using AI to personalize advice and redefine the ...
Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...
As the legal industry continues to evolve at a rapid pace, mastering the Essential Tech Skills for Lawyers is no longer optional. Law firms, corporate legal dep ...
Brex reports that choosing the right expense management system enhances financial health and efficiency, automates processes, ...
The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...
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