Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

A solid customer master data management system should give you design and functionality freedom, whether for marketing, service, sales or support, or anything else. That way, you can cope with all ...

Hanover Bank, a subsidiary of Hanover Bancorp, has announced the successful conversion to a new core banking system as of February 18, 2025. This upgrade aims to enhance the banking experience for ...

Lifeplan Funds Management has launched a web-based client data system to enable funeral directors to access information on its funeral bonds. The system, called FPM Online Services, is offered free of ...