Wharton Professor Says Employees are Hiding A.I. Use
Employees are hiding A.I. use—and potentially transformative productivity gains—from employers.
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Redtail Upends Subscription Model as Inflation, Competition Take Hold
Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week.
5 Best Social Media Management Tools 2023
Social media marketing campaign is crucial component of any content marketing strategy. Posting to several accounts a day can be time-consuming.
PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors
PureFacts’ fee and billing calculation engine to be integrated into existing wealth platform.
J.P. Morgan Wealth Plan™ Recognized as Best Digital Initiative and Best Use of Technology
Banking Tech USA Awards honored Wealth Plan™ for expanding access to wealth management.
How the Introduction of AI Technology has Brought Significant Changes to the Daily Routine of a Wealth Manager
Recent introduction of the CFA Institute's certificate in data science for investment professionals, highlights the profound impact of technology.
Advisors Face 4 Digital Challenges
Advisors find themselves in fragmented market trying to meet rising customer expectations with outdated technology in challenging economic conditions.
