Monthly Archive: September 2023

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Capgemini launches new set of generative AI offerings

Building on a strong generative AI momentum, the group has boosted its capabilities across the business and is launching a new set of end-to-end generative AI offerings to deliver on a strong pipeline of...

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Is Your Client a Money Worshipper, Avoider or Vigilante?

What You Need to Know A forthcoming study finds client personality traits and political views are related to their attitudes about money. Drawing these connections should help advisors adjust their approach according to the...

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10 Prospects Who Already Do Business With You

Start Slideshow You always need new prospects. You’re a customer for many people and businesses. You contribute to their bottom line or represent future revenue. They should know who you are, what you do...