Automating underwriting, servicing and routine tasks frees banks and lenders to focus on real conversations with customers.

Eighty seven percent (87%) of professional services organizations plan to use AI Agents as part of their workforce, according to the annual State of the Professional Services Industry Report, ...

Yet surprisingly little attention is paid to expectations as an area worthy of study. Even though expectation is the raw and ...

The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Western Alliance Bank (NYSE:WAL) today announced that it has named David Hutzler head of the Western Alliance Private Client Group in Las Vegas.

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

However, this can also be an exciting time for cementing client relationships, planning your business for next year and closing out 2025 with a bang! What’s crucial to turning a lull into a productive ...

Insights from policyholders highlight how agents can deliver a standout client experience in 2026 DENVER, Jan. 6, 2026 /PRNewswire/ -- Vertafore(R) , the leader in insurance technology, today released ...

Gen Z’s arrival as a core consumer group is forcing small businesses to rethink how they connect, communicate, and deliver ...

A factual account of a construction project that ended unexpectedly due to a contract termination. We discuss the professional lessons learned, the financial impact of the transition, and how to ...