POSTS TAGGED : business tools

Michael A. Bozett: Perspectives on AI and Digital Tools in Wealth Management

Wealth management automation tools

Key Takeaways

  • Artificial intelligence is becoming a central tool in wealth management for portfolio analysis, risk detection, and decision support.
  • AI helps automate routine client service tasks, freeing advisors to focus on higher-value and more personalized work.
  • Digital platforms and cloud-based tools are now expected by younger clients who want real-time access to financial information.
  • Despite its power, AI cannot replace human judgment, empathy, and nuanced decision-making in investment management.
  • Firms that resist adopting modern technology risk losing clients who expect advanced digital experiences and analytics.
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Vandalia Pizarro: Digital Tools Shaping Modern Insurance Practice

Insurance digital tools

Key Takeaways

  • Digital tools have replaced paper-based insurance workflows, improving speed, accuracy, and accessibility.
  • CRM platforms centralize client data, automate follow-ups, and help agents identify growth opportunities.
  • Document management and e-signature tools streamline paperwork while improving security and compliance.
  • Collaboration and agency management systems enhance coordination, financial oversight, and regulatory readiness.
  • Quoting software and social media tools support faster sales cycles and stronger client engagement.
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9 Great Business Tools Every Small Business Needs

Small businesses must equip themselves with tools that promote efficiency, streamline operations, and enhance communication. Selecting the right set of tools can be a determining factor in a small business’ capacity to compete and grow in its market.

Business people using business tools

photo credit: Unsplash

Financial Management Software

Managing finances is a foundational aspect of running a small business effectively. Financial management software can simplify this process by offering features like invoicing, payroll processing, expense tracking, and financial reporting. These systems can automate many of the tedious tasks associated with managing money, thereby reducing errors and saving time.

For instance, tools like QuickBooks provide a comprehensive suite of services that cater to small business financial needs.…

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4 IT Tools Every Office Manager Needs

Depending on the service or product your company provides, office managers are required to keep on top of a lot of different things.

Office manager

photo credit: Andrea Piacquadio / Pexels

For instance, an office manager’s day on the job may entail bookkeeping, personal assistant duties, handling customer concerns, client account management, or even utilizing an office deployment tool.

Having the right IT tools at your disposal can go a long way in making your busy workday more efficient and enjoyable. Office, communication, and project management IT tools can help just about every office manager perform their tasks more efficiently than ever before.…

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Discover Tools to Make Your Business Grow in 2022

If you own, manage, or invest in a business, it’s important to keep up with the ever-changing business world. Not only does business change each year, but tactics and tools that can help your business grow are being made each day. Keeping up with these can help your investments skyrocket and your company grow.

Business growth 2022

How can you know what tools are the best to help your business? This guide takes a look at some of the newest, most innovative tools available in 2022 that can support you and your company. Here’s what you need to know.

Tools to Manage Your Company’s Finances

One of the most important aspects of company growth is finances.…

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15 Must-Have Tools to Run your Small Business With

As a small business owner, you know that there are so many tools out there to help make running your company easier.

Businessman using business tools

photo credit: Zen Chung / Pexels

It’s easy to get overwhelmed by the sheer number of options out there, but don’t give up! We’ve put together this article for those looking for some great online tools to run their small business with.

How can Online Tools Help Your Small Business?

While a new tool or software can sometimes be intimidating, you don’t have to be an expert on the ins and outs of each one. You should understand what they do and how they can help you, but you can learn how to use them as you explore them yourself.…

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How Can Investment Advisors Manage Their Work?

Registered investment advisors can take different approaches to manage the work on behalf of the clients that they represent. Certainly, some approaches are better than others. However, utilizing tools such as CRMs, SaaS, and other software to streamline their client business is well worth it. Here are a few suggestions for the type of tools that can be utilized in their advisory business.

Investment advisory analytical tools

photo credit: Pixabay

Wealth Management

Managing various programs and billing for different products is difficult to do at scale. For some advisors that include both in-house products and those of third-party investment houses, it’s useful to cover both avenues of the business.…

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Must-have Tools for Growing Your Business

It’s much easier to run a business now than ever before thanks to the technology that is constantly evolving. Many companies are now using tools that help them run their business and make a profit more efficiently. You can choose among hundreds of useful tools for your business and watch it flourish.

Business growth tools

There are so many tools currently available that target different areas of your business. It’s up to you to decide which could be useful and implemented. However, there are some tools that any business can benefit from.

Here is a list of tools that are essential for business growth.…

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How Task Management Tools Can Save Your Business a Big Cost

Managing business is no different than fighting a war. In these tough economic conditions, this war is much more difficult to fight and win. Winners will only win if they have the right set of tools, but wisdom is better than tools. Having said that wisdom plus tool is the combination of what business executives need to be successful.

Using task management tools

Saving time, energy and money will increase your chance of becoming more successful than your competitors. Managing your everyday task will decide how well you lead to the destination or goal you are running after.

Today we are going to explore how task management tools can save you thousands of dollars if not millions.…

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Best Tools for Attorneys in the Era of Globalization

Globalization has changed the way that attorneys practice law and conduct their business. While the nature of their professional responsibilities remains the same, how they give legal advice and obtain their clients is now an entirely different game. This is mainly due to the changed scope and pace of law practice.

Lawyer's firm operational tools

When the law sector becomes global in nature, it inherently means a quicker pace and more broad-based services that must be provided to clients. To keep up with globalization, attorneys will need to ensure that they have the proper infrastructure to handle the new demands that are placed upon them.…

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