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.

Estate Planning, Computer networks, Forecasts and trends, Influence, Neural networks, Artificial intelligence, Expert systems

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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.

Financial Personnel, Marketing, Technology application, Financial planners, Financial occupations

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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.

Prepackaged software, Analysis, Software, Client development, Information services, Product selection, Software selection

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