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 ...

Archive Intel helps financial advisors comply with SEC and FINRA regulations by monitoring and archiving multi-channel communications. The AI-powered tool reduces false positives, saving time and ...

Emails play a vital role in business communication. However, there is more to email than just typing and sending a message. It also involves crafting proper responses, keeping tabs on important ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

CAMPBELL, Calif.--(BUSINESS WIRE)--BabbleLabs™, a Silicon Valley-based speech science technology leader, announced the release of Clear Edge for Client Windows 10, software that transforms the ...

The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...

Chauncey grew up on a farm in rural northern California. At 18 he ran away and saw the world with a backpack and a credit card, discovering that the true value of any point or mile is the experience ...

One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or portal messages to their lawyer during stressful moments ...

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 attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...

SSH or Secure Shell is a protocol used for establishing secure encrypted connections over an insecure network such as the internet. Although any application can utilize the SSH protocol to secure its ...