HawkSoft and SALT Announce Integration to Transform Insurance Data Intake

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 ...
Wealth Management

The Week in Advisory AI

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

A solution for financial advisers who are tired of client data entry

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 ...
Insurance Business America

AI and human-in-the-loop: Applied Systems' smarter model for insurance data accuracy

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

The First Step in the Financial Planning Process Is Client Data Gathering

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 ...
RealWaystoEarn on MSN

Data Entry Jobs From Home (7 Companies That Sometimes Hire)

Are you looking for data entry jobs from home? Then you are in the right place. It's the first thing most people look fo ...

EvenUp Unveils Medical Management and AI Communication Agents Across the Case Lifecycle to Prioritize Client Outreach and Increase Recoveries

EvenUp, category leader in AI for personal injury law, today announced unveiling of its Medical Management Solution and AI Communication Agents.
Orlando Sentinel

RESERVATIONS AGENT, DATA ENTRY, CLIENT LIAISON

RES AGT / DATA ENTRY / CLIENT LIAISON Positions available. If you are customer service orientated, well spoken and goal driven, call 4076410642 Regina Hill spent $30,000 on ‘caregivers’ for elderly ...