The LexisNexis 2024 Investing in Legal Innovation Survey: The Rise of Gen AI at Top Firms & Corporations revealed an intriguing gap in expectations regarding the use of generative artificial ...

In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

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 ...

Discover how AI can help financial advisors scale their practice while maintaining a human touch. Automate tasks, boost ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

When CRM3 (Client Relationship Model Phase 3) comes into effect in Canada, it’s not just another regulatory change - it will reshape the way advisors and wealth managers interact with their clients.

A large majority (80%) of Fortune 1000 executives expect to see a reduction in billing from outside counsel due to efficiencies created by Gen AI. The LexisNexis 2024 Investing in Legal Innovation ...