Defining your Ideal Client Profile helps you clarify who you serve best and reconnect with your deeper purpose.

Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.

NEW ORLEANS, Sept. 23, 2025 /PRNewswire/ -- QuickTake Health has announced its commitment to the Centers for Medicare & Medicaid Services (CMS) "Make Health Tech Great Again" initiative, joining ...

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Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform. The ...

BOSTON, July 8, 2025 /PRNewswire/ -- ArisGlobal, an AI-first technology company at the forefront of life sciences and creator of LifeSphere®, today announced that Boehringer Ingelheim has implemented ...

Brokerages that are still using traditional PDF intake forms are exposing their clients to undue cyber risk, one brokerage leader tells YBCcon last week in Toronto. But generative AI platforms exist ...

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

SALAMANCA — Few coaching staffs, if any, have presided over a greater football revival in the Big 30 area than the staff at Salamanca High School. Coa ...