SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

PlannerPal, which automates admin tasks for financial advisers, has launched an AI-powered pre-meeting prep pack.

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

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In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

The IRC in Denver recently established a Client Advisory Committee at the local level. This new initiative, led by IRC in Denver’s Racial Equity Collective (REC), has the goal to form two local ...