The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

Discover how financial advisors can succeed by embracing technology, offering comprehensive services, and meeting evolving client expectations in the advisory industry.

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

The financial services industry has undergone significant transformations over the past decade, driven largely by technological advancements. Amidst this digital innovation, one constant remains: the ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie. According ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...

The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...