0 visitor like this article | Viewed 2690 times | 0 comment
Summary:The way we consume these services has changed. The same thinking should apply to the technology you use to power your business. While all-in-one bundles once made sense both economically and based on the capabilities available, it’s simply no longer the case in a market now defined by customization and choice.
0 visitor like this article | Viewed 2636 times | 0 comment
Summary: There’s some talk these days about short-term goals being more important than long-term goals, and I tend to be a short-term advocate myself. But I still come across many firm owners who are doggedly focused on creating and attaining their long-term plan and goals.
0 visitor like this article | Viewed 2824 times | 0 comment
Summary: Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time.
0 visitor like this article | Viewed 2818 times | 0 comment
Summary: Financial advisers looking for new clients might consider fine-tuning their marketing efforts to help them stand out, especially when it comes to wealthy do-it-yourself investors.
1 visitor like this article | Viewed 2993 times | 0 comment
Summary: Security threats to mobile devices, which are an integral part digital banking apps, are increasing daily, but many organizations remain oblivious to the risks.
