New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem.
Wealth Management

Carson Unveils One-Stop Client AI Query Tool for its Advisors

Carson worked with Amazon Web Services to build a one-stop, conversational AI tool that reaches across proprietary and vendor wealth systems.
Yahoo Finance

FutureVault Launches Embedded AI Advisor Insights Engine, Turning Client Documents into Real-Time Intelligence and Automated Advisor Actions

TORONTO, March 10, 2026 /PRNewswire/ -- FutureVault, a leading provider of enterprise Digital Vaults and Intelligent Document Processing (IDP) platform for financial services, today announced the ...
No Jitter

Operationalizing Customer Intelligence In The Contact Center

This article originally appeared in the December 2007 issue of Business Communications Review magazine. Most customer service executives spend a considerable amount of time thinking about the need to ...
Law

Sidley Austin’s Director of Client Intelligence: ‘Innovation Succeeds When Cultural Readiness Meets Operational Clarity’

Rachel Shields Williams, director of client intelligence at Sidley Austin and winner of the Monica Bay Women of Legal Tech Award, discusses how data fragmentation and a lack of cultural change can ...
Nasdaq

8x8’s AI-powered Intelligent Customer Assistant Drives Customer Experience Success and Enhanced Contact Center Performance

CAMPBELL, Calif.--(BUSINESS WIRE)-- 8x8, Inc. (NASDAQ: EGHT), a leading integrated cloud contact center and unified communications platform provider, today announced that 8x8 Intelligent Customer ...
techtimes

Orchestrating Intelligent Customer Engagement: The Architect Behind Responsible Intelligence Strategy

In today's experience-first economy, where relevance must be instant and privacy must be absolute, customer intelligence is undergoing a profound transformation. Enterprises are no longer satisfied ...
Seeking Alpha

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

NORWALK, Conn., Nov. 21, 2024 (GLOBE NEWSWIRE) -- FactSet, a global financial digital platform and enterprise solutions provider, today announced its Intelligent Platform initiative, introducing the ...

Dovetail Software Rewrites the Rules of Customer Intelligence

Product teams have a data problem.  You might also like Volvo U.S. Sales Slide 32% as Lineup Shift Backfires Nissan Reveals ...
Seeking Alpha

Infobird Integrated ChatGPT to Upgrade Its Intelligent Customer Service System and Successfully Launched Product in China

BEIJING, April 24, 2023 /PRNewswire/ -- Infobird Co., Ltd (IFBD) ("Infobird" or the "Company"), a leading provider of AI-powered customer engagement solutions in China, today announced that it has ...
Forbes

Embracing The Informed Customer Era

The B2B buying landscape has undergone a dramatic transformation in recent years. Advances in technology and the internet have rendered customers more knowledgeable, necessitating a shift in sales ...