Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, ...

Today's business landscape is increasingly digital, shaped by changes in how documentation flows between colleagues and clients in remote and hybrid work environments. There’s no denying the benefits ...

A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms. Processing Content And for ...

Client lifecycle management software has become a staple for global businesses looking to improve productivity. This technology enhances communication with your clients and smoothly facilitates day-to ...

Traverse Legal managing partner Enrico Schaefer discusses how and why the firm built its new client intelligence tool, and how it navigates accuracy and privacy concerns with OpenAI's models. But at ...