Forward-thinking firms are reimagining the back office. By centralizing support functions, adopting technology, and making ...

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 ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

IBN Technologies provides data entry services for the retail industry with accurate record management solutions and seamless data conversion support. MIAMI, FL, UNITED STATES, October 10, 2025 ...

Discover efficient data entry services for the telecommunication industry with IBN Technologies to streamline records and ensure accurate data conversion. Telecom companies face numerous hurdles that ...

Moneyinfo has partnered with ZeroKey to simplify and accelerate adviser data access to integrations across the wealth management ecosystem. The firms said this means advisers can access and re-use ...

Using technology to interconnect disparate databases is a key tool in driving firm efficiency, according to a new report.

Here's another way to make applications more scalable and more responsive to the user: store some application data on the user's computer. Vogel's first law of client-server computing is: "The user's ...