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Robo-Advisors are Becoming a Factor to Customer Acquisition in the Wealth Management Industry

Coforge

The Department of Labor Fiduciary Rule slated for deployment in April is now delayed due to the new administration’s actions causing confusion in the industry. Automation increasingly provides the foundation for firms to acquire younger clients and heirs along with developing and engaging the next generation of advisors. LEARN MORE.

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All You Need to Know About Case Management

Newgen Software

It includes: Project management Investment portfolio management Compliance tracking Vendor management Contract management Grant management HR grievances Incident resolution Fraud investigation How is Case Management Different From BPM? Step 4: Planning In this step, the case manager will develop a case-specific solution plan.

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Machine Learning Project Checklist

DataRobot

With only 87% of projects never making it to production, success hinges on diligent planning. Data scientists need to understand the business problem and the project scope to assess feasibility, set expectations, define metrics, and design project blueprints. Outline clear metrics to measure success. Assess the infrastructure.