As Paychex's SVP of Data and AI, Beaumont Vance's remit is to convert trusted data into better decisions, sharper automation ...

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, ...

As home sales stagnate, data-driven real estate agents are finding new growth by embracing the rental market and positioning ...

Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of client data by accounting firms. However, while tools such as data analytics and ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

RICHARDSON, Texas & BOISE, Idaho--(BUSINESS WIRE)--InterGen Data, Inc., a leading provider of predictive Life Event Data and analysis, has signed TruVise.ai “TruVise” as a new client. TruVise will ...

ESG Steps into the Spotlight Asset Managers and the Need for First-Class ESG Data Climate Data: Complex, Confusing, Challenging A Better Way with Morningstar Ready to See for Yourself? Selecting an ...

Truist Financial Corp. ( TFC) appointed Microsoft ( MSFT) veteran Pascal Belaud as the bank's chief AI & data officer, ...

(Bloomberg) -- The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to ...