Contact TJ Collins, Chase & Co. to identify workflows and data sets where AI can be implemented to optimize efficiencies

AI Tools and Applications in the Financial Services Industry In the Financial Services industry, consultants use tools to perform and analyze complex calculations based on risk, time horizon, historical investment performance and a myriad of variables that consider an individual’s life circumstances. The result, a customized set of solutions grounded in data to help support […]

Social Security benefits are a crucial source of income for many retirees in Wisconsin and across the United States. However, what some may not realize is that these benefits can be subject to taxation at both the federal and state levels. In Wisconsin, understanding the nuances of Social Security income taxation is essential for retirees […]

Businesses focus on delivering quality products consistently to help maximize customer satisfaction. In the business division at TJ Collins, Chase & Co. we help business owners navigate the tools to accomplish that goal. One tool for accomplishing this is by implementing ISO (International Organization for Standardization) quality management systems. These systems provide a framework for […]

Process mapping is the first step to optimum workflows and automation of tasks by providing a structured approach to analyze and improve the efficiency of a business’s operations. By carefully mapping out the steps involved in different processes, organizations can identify areas of waste or redundancy and take steps to streamline their operations. This leads […]

In our experience, many people are confused about the role trusts play and how they differ from wills. So, let’s dive into the differences between these legal documents. Wills and trusts are both essential estate planning tools, but they serve different purposes and have distinct characteristics. Here’s a breakdown of the key differences between a […]

Embarking on the journey from asset accumulation to retirement income planning marks a significant shift in financial strategy. While accumulating assets is crucial for long-term financial security, effectively managing those assets to generate sustainable income during retirement is equally essential. In this article, we explore the transition from asset building to retirement income planning and […]

In the dynamic landscape of business, driving revenue growth is a perpetual objective. While businesses employ various strategies and tactics to achieve this goal, one essential tool stands out: Key Performance Indicators (KPIs). These quantifiable metrics serve as compasses, guiding businesses towards optimal revenue generation and sustainable growth. Understanding the importance of KPIs in maximizing […]

In the realm of financial regulation, ensuring the best interests of investors is paramount. Two key standards have emerged to address this: the Securities and Exchange Commission’s (SEC) fiduciary standard and the Financial Industry Regulatory Authority’s (FINRA) Regulation Best Interest (Reg BI). While both aim to safeguard investors, they approach this goal through distinct frameworks. […]

In today’s competitive business landscape, providing exceptional client service isn’t just a bonus—it’s a necessity. With customer expectations on the rise, businesses must leverage every available tool and strategy to build strong relationships and foster loyalty. One such tool that has revolutionized client service is Customer Relationship Management (CRM) software. In this blog post, we’ll […]