Today, HawkSoft and SALT are announcing a new integration that helps independent insurance agencies improve the accuracy and efficiency of their data intake. SALT's intelligent intake platform is now ...

If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry. “It's really a replacement for the paper-based ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Gathering and entering numbers on a computer is one of the most laborious aspects of data management. Ten-key data entry expedites this process, focusing only on the number keys, 0 through 9, which ...

Data entry is the last mile. The most glamorous transformations have already been completed. Core systems and cloud architectures are in place, and AI is accelerating. Now, we need to pay attention to ...

RES AGT / DATA ENTRY / CLIENT LIAISON Positions available. If you are customer service orientated, well spoken and goal driven, call 4076410642 Regina Hill spent $30,000 on ‘caregivers’ for elderly ...