Browsing: time

For decades, cybersecurity has been viewed primarily as a technical safeguard: a critical function focused on protecting the systems, networks and data that keep businesses running. But as technology has become increasingly embedded in every aspect of business, that role has evolved. Today, security is a business imperative; sitting at the core of how businesses…

Studies from AssetMark, Vanguard and The Oasis Group examine how technology and better-designed workflows can create more capacity for client service, business development and growth. The findings point to opportunities for advisors to reclaim significant amounts of time, but also show that administrative work and incomplete use of available technology continue to leave capacity untapped.

Our Time Influence (OTI) has named Amanda Chin its new chief operating officer. Chin began in this newly created role on Aug. 1. Chin will collaborate with OTI’s founder and chief executive Carly Heitner, overseeing the agency’s growth and development, day-to-day operations and long-term strategy. Chin’s appointment is part of a broader expansion by OTI. 

Artificial intelligence appears to deliver on at least some of its promise for financial advisers. As adoption continues to spread across the industry, more than half of surveyed advisers using AI reported saving at least four hours per week, according to a new report by wealth management platform AssetMark Inc.

FinThrive’s mission centers on providing the most comprehensive revenue cycle management (RCM) platform to help healthcare providers focus on patient care and reduce reimbursement administrative burdens. As a company managing revenue cycles from patient admission through discharge and payment collection, FinThrive processes enormous volumes of healthcare data.