A practical guide to recognizing when it’s time to fire a misaligned client . Year-end timing gives leaders the leverage to ...

Transact and Moneyinfo announce a major upgrade to their integration, introducing straight through account opening that ...

If your browser feels sluggish or chaotic, these 6 extensions will transform it into a productivity machine ...

We came across a bullish thesis on Intapp, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will ...

Focal leverages Toronto-based data centre to keep client information local and secure, while powering workflows tailored to Canadian advisors Focal, the AI-powered productivity platform and meeting ...

Beyond just knowing what’s happening, Slack integrations can trigger actions. You can set up alerts that prompt specific team ...

Founders who demonstrate ROI rather than aspiration will capture the next wave of opportunity. Those who enable their teams to use AI directly, give employees autonomy to experiment, and build ...

In the flurry of announcements coming out of Salesforce’s fall product cycle and flagship Dreamforce conference in mid-October, one stood out for its potential to reshape the way distributors think ...

Imagine you’re preparing for a product launch. With a few multi-turn interactions, Copilot helps you build what you need for success: Copilot now includes App Builder, making it easy to create and ...

Regula has launched the Regula IDV Platform, a ready-to-use orchestration system that unifies identity verification and management workflows. Complexity is a core problem for identity management, as ...