Consulting engineers have always had to deliver services far beyond design, but today’s data-driven projects are giving firms such as WSP/Power Engineers and Jacobs fresh opportunities to turn client ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

In an age where information reigns supreme, leaders and managers often find themselves bombarded by data. Technological advances have given us the ability to capture enormous amounts of data at ...

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 ...

Artificial intelligence has transformed how we live, work, and communicate, but it’s also transformed how fraudsters operate. Every week, the headlines remind us that cybercriminals are using AI not ...

Lifeplan Funds Management has launched a web-based client data system to enable funeral directors to access information on its funeral bonds. The system, called FPM Online Services, is offered free of ...

Leonard | Elkin This project created an integrated database of the Client Data System of the NYS Office of Alcoholism and Substance Abuse Services (OASAS) and NYS Medicaid records to determine the ...