artificial intelligence

October 19, 2018

Redtail Technology Adds Artificial Intelligence to Advisor CRM

Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
May 20, 2016

Outside IQ – Uncovering Risk

Financial services firms have an affirmative responsibility to know their clients and to make sure they avoid doing business with bad actors, be they criminals, terrorists, […]