Today, HawkSoft and SALT are announcing a new integration that helps independent insurance agencies improve the accuracy and efficiency of their data intake. SALT's intelligent intake platform is now ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

Zocks, Practifi, Paychex and Milemarker launch AI features to automate document processing and boost advisor productivity ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Crucially, Applied is not positioning automation as a replacement for human input, but as a strategic complement. The ...

If your clients are like mine, the projects that really get their attention are those that eliminate repetitive tasks or save them time and money. If you can help them with all three, as I did on a ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Gathering and entering numbers on a computer is one of the most laborious aspects of data management. Ten-key data entry expedites this process, focusing only on the number keys, 0 through 9, which ...