Slant, providers of a CRM platform for financial advisors, today launched Intake Forms, a set of branded, artificial intelligence-built forms for collecting client and prospect information. Rather ...

Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced the launch of Intake Forms — branded, AI-built forms for collecting client and prospect ...

As you build and refine your firm’s intake department, here are five best practices for law firm intake based on lessons ...

As part of its expanded event services, Ticketbud supports the physical side of credentialing, assisting with wristband ordering and credential printing and production logistics — both in-house or ...

Published July 1, the book defines the Pre-Intake Problem™ as the period when injured people are trying to understand what ...

Discover how relying on spreadsheets to run an entire business can lead to costly errors, inefficiencies, and limited ...

Brex reports that managing accounts payable in professional services requires precise project coding, approval workflows, and ...

Gary Siders II was "under the influence of alcohol/drugs" when he was arrested on June 30, his booking sheet from the ...

Strong company culture and individual authenticity can coexist, but getting the balance right requires intentional strategy.

Starting summer 2026, the IRS automatically waives certain penalties for taxpayers with a clean three-year compliance history ...

Over time, I’ve had CEOs ask me this question in some form or another: “Can AI write our blogs so I don’t have to hire ...