Summa Tech has integrated automated AML checks into Onboarder, targeting smaller accountancy firms that previously needed a ...

Every Local Business a Partner Invites Now Receives a Live Starter Website, a Trained AI Receptionist and a Business Visibility Audit Built Automatically, Before the Business Pays or Logs In for the ...

For legal operations departments, GCs and CLOs alike, there are a few baseline truths with regard to retaining outside counsel: You need them. Sometimes, you need a lot of them. It’s your job to ...

New capability closes the gap between identifying an onboarding issue and resolving it, helping regulated businesses ...

SAN FRANCISCO, May 7, 2026 /PRNewswire/ -- Ashby, the all-in-one recruiting platform, announced an expansion beyond traditional ATS functionality with the launch of People Workflows, a new product ...

Xapien is now available as a native application on the ServiceNow AI Platform, delivering fully-sourced, human-grade due diligence on any person or or ...

Well, I recently spoke with the CHRO of a major financial firm known for its easy-to-use apps that let customers make instant transactions online. But, the CHRO told me, the company’s own employees ...

Wealth management firms are under pressure to deliver seamless client experiences while upholding strict data privacy, security, and compliance standards. However, legacy systems, email-based ...

Partner relationships help increase a vendor’s reach and allow them to meet the demand for their products rather than leave money on the table. But a recent Ovum report shows that around 40% of ...

Jared Tanimoto began his career at several insurance broker-dealer firms, selling commission-based products before founding Sedai Wealth, a fee-only Registered Investment Advisor company. He has also ...