The financial industry's premier AI assistant.
benjamim provides an AI-driven business support system, which enables RIAs to automate the client journey from streamlining the prospecting process, simplifying onboarding, coordinating meeting scheduling and preparation, as well as ongoing client engagement and relationship management.
The final day of Money20/20 Europe 2024 boasted a number of funding-focused discussions, as well as insights into Zing – HSBC’s multi-currency app and debit …
Pet parents are increasingly treating their dogs to human-like indulgences, splurging on high-quality products and experiences.
CRB Group, Inc. the parent company of Cross River Bank and CRB Securities, LLC (“CRBS”), today announced the launch of an Investment Banking strategy, marking …