Beyond the Billable Hour: How AI and Client Expectations Are Driving a Shift to Value-Based Pricing in Law Firms

Transitioning to fixed or project-based pricing demands a thoughtful reengineering of how firms scope, staff, and sell their ...
Charlotte Observer

RightCapital Introduces RightFlows(TM), the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration

RightFlows Helps Financial Advisory Firms Scale Financial Plan Implementations Efficiently by Managing Client and Advisor Tasks Within the Same Workflows SHELTON, CT / ACCESSWIRE / January 22, 2024 / ...

How Investors May Respond To FactSet Research Systems (FDS) Leaning on AI to Reshape Client Workflows

Q, highlighting broad-based financial and operational progress across its Americas, EMEA, and Asia Pacific segments, with AI ...
Nasdaq

DOCS Boosts Client Retention via Workflow Integration and AI Tools

The renowned digital platform for U.S. medical professionals, Doximity, Inc.'s DOCS client engagement and retention strategy is built around deeply integrated, physician-first tools across its ...
Business.com on MSN

What is workflow automation?

Automating manual processes improves efficiency and eliminates human error. Learn about workflow automation and how to create ...
Finextra

Interactive Data boosts Vantage with price validation workflow

Interactive Data Corporation, a leading provider of independent evaluated pricing, valuation and reference data services, today announced the release of a new set of transparency and workflow ...