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The Benefits of Robo Advice and Beyond

By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several…

Seven Tools for Automating Debt Collection

Many patterns repeat themselves in the debt collection process, so there are also numerous ways to automate collections. These seven automation tools can save time, improve accuracy, reduce injuries, and…