HACKENSACK, N.J., May 02, 2023 (GLOBE NEWSWIRE) -- Paperclip, Inc. (PCPJ) announced today that its Mojo service has helped a large client optimize its data entry. Advisors Excel, an Independent ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

AI tools have gotten quietly practical. Not the sci-fi version or the "replace everyone" version. The boring version. The one ...

Nearly every accountant has used AI in one form or another, whether for their clients or their own firm, but not necessarily for accounting, according to a report from Intuit QuickBooks. Processing ...

Data organization and data gathering have been some of the most vital necessities for the success of small and large businesses alike. Building a data entry unit from the ground up can be ...

Consulting engineers and other AEC firms have always had to deliver services far beyond design, but today’s data-driven projects are giving them fresh opportunities to turn client data into something ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

A colleague recently asked me, “How do we move, as an industry, from being historians to being advisors?” I believe data analytics will play a major role in this transition. Data analytics is the ...