Automation Client Management Industry Trends 
Stax
MAY 21, 2024
Legal practice management systems improve law firms’ workflows and functionality, so they manage more cases and serve clients better. As software and management systems have progressed in the modern age, time-consuming tasks like recurring payments and client management are streamlined through this process.
Fintech Labs Insights
DECEMBER 9, 2016
Can an automated investment platform determine conflicts of interest between the planner and client? This suggests two potential outcomes: increasing use of human advisors in combination with automated technology, and deploying sentiment analysis technologies to better interpret non-verbal communication between planners and clients.
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