Trailmate, a legal technology startup founded by a practicing attorney, announces the official launch of the legal industry's first autonomous, client-facing Digital Employee, designed to handle ...

Client-facing tools are just another string to the bow of an adviser to aid the advice process; they are not a substitute for it. They add value in two main areas: presenting detailed, complex ...

RIA leaders who have done things the same way for their whole careers often don't want to change — especially if they are nearing retirement. Joe McQuaid is Concurrent's chief operating officer. But ...

Kevin Iredell, the chief marketing officer at Lowenstein Sandler, said that client-facing chatbots are likely to replace the law firm website search box. Last week, Lowenstein Sandler became the first ...

VALLEY FORGE, PA — Vanguard has launched its first client-facing Generative AI (GenAI) feature, designed to streamline and personalize communications between financial advisors and their clients. The ...

Artificial intelligence is inching into the real estate space, and CoreLogic has a new tool to help home shoppers find exactly what they want. The OneHome AI Image Search tool lets clients upload ...