The Efficiency Beat

Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.

10 Ways a Document Management System Increases Productivity & Decreases Time and Expense

If you work for a financial advisory firm, you know that managing, storing and finding documents can be a challenge.

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10 Ways a Document Management System Increases Productivity & Decreases Time and Expense

How to Ease Compliance Concerns as a Financial Advisor

Have you ever spent hours looking for a file requested by a regulatory agency?  If so, you aren't alone. 

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Here’s How to Change Your Password Policy Now (so it works without being constantly irritating)

After speaking with an advisory firm whose management team requires employees to change certain passwords every three months, I was inspired to...

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How to Help Introverted Team Members Thrive at Your Firm

Depending on which study you consult, 33 to 50 percent of Americans are introverted—in other words, at least one third to one half of the people...

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Trumpet Success Story: How Symphony OCR Allows all Documents to be Text-Searchable

How much time are you spending searching for electronic documents only to find yourself wasting time, money, and effort on an inefficient task? If...

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Growing a firm requires an entirely different skill set than starting a firm

Growing a firm means business owners need to make a significant adjustment to their mission. Surprisingly, growing a firm means it is not about...

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What Kills Business Teams – it’s a Matter of Trust

If you're curious why many teams of varying sizes fail, one reason may surprise you. Sometimes a paralyzing emphasis on quality can be so...

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How to Convince Your Boss to Invest in New Technology

Do you remember what it was like to be a teenager, when you wanted to convince your parents to buy something you absolutely needed? Maybe it was a...

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5 Ways to Take Breaks at Work and Why It’s Important!

Whether at work or at home, we’re all busy. From household obligations to work meetings and projects, there’s rarely time to breathe but it’s...

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6 Reasons RIA Owners Need Document Management (compliance isn’t one of them)

Have you ever walked into a store like IKEA pressed for time? No matter how well organized the store may be, it can be an overwhelming experience...

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