Money's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for ...

Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem.

Coaches can vibe code client portals, AI support tools, and onboarding flows in hours. Here's what to build first and how to ...

Workstatus integrates tools to unify work, improving team capacity, time tracking, employee attendance, client billing ...

A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms. Processing Content And for ...

With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools.

Long before the advent of the digital age, law firms viewed providing clients with tools such as resource guides, books of legal forms and crisply produced regulation updates as smart marketing. It ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

The Global Banking & Finance Review Awards Program has officially opened nominations for Most Innovative Private Bank for ...