Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

Michael Goshka, CEO of Planfix, a SaaS platform that cuts costs, reduces errors and automates workflows for smarter business operations. Every company—whether a startup or a large ...

Automation is intended to boost productivity across all industries. Implementing the right sort of automation can free up valuable human resources for other efforts. Automation is being used in ...

Begin by identifying outdated tasks in your employee onboarding that could benefit from automation such as paper-based documentation. Choose the right employee onboarding automation tools by exploring ...

Discover the benefits of sales automation and explore practical tips and examples to enhance your sales process today. Sales automation is a popular functionality offered by the top CRM software. It ...

Inventory management is now considered a prime candidate for automation as manufacturers target opportunities to reduce costs, accelerate product delivery and make the most out of experienced talent.

Cloud project management involves coordinating all of the different aspects of your project – from planning to collaborating to managing workflows – around a single, centralized digital space known as ...

This is an excerpt of the original article. It was written for the May-Jun 2024 edition of Supply Chain Management Review. The full article is available to current subscribers. In each issue I try to ...