Artificial Intelligence: From Science Fiction to Financial Services
Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was the discussion of Artificial Intelligence (AI) that really piqued my interest. Poised to become a major disruptor over the next few decades, AI will allow clients …
10 Tricks for Maximizing Technology Efficiency in Your Practice
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend eight (or more) hours on the computer every day. Computer use – productive computer use – is a cornerstone of efficiency for our team, our partners and also for any …