When information is captured earlier, identity is verified faster, and documents are handled more intelligently, conveyancers ...

As regulatory pressure and rising drug costs reshape expectations for pharmacy benefit managers (PBMs), real-time data is becoming central to how PBMs build trust and retain clients. Payers are facing ...

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, ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

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 ...

A Mercer Advisors client is claiming the firm’s data protection services fell short in keeping customer information safe from a coordinated data breach by an infamous cybercrime network. According to ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Maiden Century, a leading alternative data analytics platform for institutional investors, today announced the availability of its new AI workflow integration, making it the first alternative data ...

PHOENIX--(BUSINESS WIRE)--Edgio, the platform of choice for security, speed and simplicity at the edge, today announced the release of its Client-Side Protection solution. Designed to monitor scripts ...