Wealthtech firm Advisor360 has expanded its Parrot AI advisor assistant to read, summarize, and answer questions about client documents. Parrot can analyze financial plans and account statements, as ...

Host Keith Shaw and his expert guests discuss the latest technology news and trends happening in the industry. Watch new episodes twice each week or listen to the podcast here.

Salesforce Inc. said it’s saving about $100 million a year by using artificial intelligence tools in the software company’s customer service operations. The company is working to sell AI features that ...

On Tuesday, Cozen O'Connor hosted the 2025 Philadelphia Masters Conference Legal. Panelists delved into the forces that are driving law firms’ tech adoption, and how those advancements stand to impact ...

With more than 15 years of experience crafting content about all aspects of personal finance, Michael Benninger knows how to identify smart moves for your money. His work has been published by Intuit, ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the best CRM for your small business based on our ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

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