Tag : AI-enabled workflows

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks
Artificial Intelligence Finance News

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

PR Newswire
by PR Newswire0
SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more......
ReSource Pro Expands Insurance Premium Accounting and Commission Management Services for Agencies
Artificial Intelligence InsurTech News

ReSource Pro Expands Insurance Premium Accounting and Commission Management Services for Agencies

Business Wire
by Business Wire0
Expanded capabilities include AI-enabled direct bill and agency bill premium reconciliation and enhanced visibility into contingency revenue. ReSource Pro, a leader in operations, analytics, and technology solutions for the insurance industry, announced the expansion of its Revenue Management Services Suite, a technology-agnostic bundled offering designed to help insurance agencies strengthen......
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