Dubai’s financial regulator has barred HDFC Bank’s Dubai International Financial Centre branch from soliciting, onboarding or servicing new clients, citing compliance lapses. The order, issued by the ...
I tried Brave Health, an online therapy platform designed to bring mental health care to the underserved. Here’s what they ...
Iron Noodle announces the expansion of its AI Concierge model, standardizing lead response, intake progression, and ...
Therapists need to figure out whether AI has done a number on the mind of their newly added clients. I provide insights on ...
Look up the program you want to pursue at http://www.purdueglobal.edu Click on Intake Form Download a copy of the form, if you do not download the form some of the ...
The client intake form is the cornerstone of a successful client-professional relationship. It serves as the initial point of contact, gathering crucial information that allows professionals to ...
Daily Order Activity Spans Multiple Sectors Including Construction, Banking, Healthcare, and Logistics This surge follows a series of strong sales months as RAD continues to accelerate deployment of ...
Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.
NEW ORLEANS, Sept. 23, 2025 /PRNewswire/ -- QuickTake Health has announced its commitment to the Centers for Medicare & Medicaid Services (CMS) "Make Health Tech Great Again" initiative, joining ...
Canopy, the practice management platform serving accounting practices, has enhanced its Smart Intake feature with the introduction of AI Document Request Lists. The new functionality employs AI to ...
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This could be controversial, but firms who require a CIA-level dossier on the client’s project and/or budget before they even are allowed to speak to someone on the phone seems backward to me. I ...