Reviews

AI Is Writing Performance Reviews. What Could Go Wrong?

Auto Insurance /
AI Is Writing Performance Reviews. What Could Go Wrong?

JPMorgan Chase & Co.’s decision to let managers use artificial intelligence for help writing performance reviews stands to bring relief to one of bosses’ most dreaded annual tasks. It also raises questions as to whether bot-written reviews will make the process better or worse, especially for employees seeking meaningful feedback. Bringing AI into annual assessments […]

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Optimize, Grow, Retain: The Power of Annual Client Reviews

Personal Finance /
A financial adviser meets with clients in a conference room.

For many advisers, annual client reviews can seem like just one more item to check off a lengthy to-do list. But annual client reviews are more than just routine check-ins — they’re a strategic opportunity to deliver value, build trust and uncover new opportunities. For clients, these reviews help ensure their financial plans can remain

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