Jump, the leading provider of AI solutions for advisors and financial services professionals, today announced a series of new product innovations.

Advisor CRM, an all-in-one AI-native CRM platform built exclusively for the financial services industry, announced today the launch of Ember, an AI-powered client experience solution designed to help ...

Bookeo is a strong option for massage therapists who need 24/7 online booking, real-time availability, payment processing, reminders, and a booking page that can match their brand style. The platform ...

Most agencies take any client willing to pay. So did I, until I learned something that's made my life a lot easier.

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the ...

Resumeble resume data reveals a spike in accounting job seekers - a signal that AI-driven displacement is moving faster ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

Digital agencies are hitting a scaling wall as AI absorbs the tasks that once justified retainers. The ones thriving sell productized services through client portals that unify intake, billing, ...

Zocks, the AI notetaking and meeting prep provider, has taken a key step forward in its agentic AI ambitions. On Tuesday, the San Francisco-based wealth tech startup unveiled an agentic AI feature ...

The team behind AI Lawyer launches Referent, the first AI-native legal practice management software built for solo and s ...

Translation becomes seriously important when people cannot afford to guess. That is exactly what happens in medical care, ...