How will artificial intelligence systems and expert systems impact the estate planning field?
Article Abstract:
The author discusses the future of estate planning practices taking into consideration technological advances related to artificial intelligence, artificial neural networks, and expert systems.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
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Client management systems
Article Abstract:
Client management systems for financial professionals are the focus of this article which includes several marketing and office management tips.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
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Client management systems can increase productivity
Article Abstract:
The selection of client management systems by financial planners for marketing purposes is the subject of this article. Issues examined include simplicity, data entry, information access, and automation capabilities.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
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