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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.

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
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Recent Posts

Your Guide to Buying a Document Management System

When it comes to regulated documents, being stuck in a paper world is less than ideal. Let’s face it, it’s really just inefficient. It takes too...

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Your Guide to Buying a Document Management System

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
Find me on:

Recent Posts

Trumpet Life: Thanksgiving

During this season of gratitude and thanks, Trumpet employees have a LOT to be thankful for: an encouraging and gratifying workplace; fun,...

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Document Management Systems: the “Must-Have” Technology for Every RIA

If you’ve never spent hours looking for a misplaced client file, you’re in a class of one. The financial advisory industry is document intensive....

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3 CRM Software Integrations Financial Advisors Should Consider

Earlier this week, we discussed how CRM software integration isn't always the most important aspect of choosing a new CRM. However, they are worth...

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CRM Software Integration: Is it Worth the 'Weight'?

There are numerous articles focusing on the importance of integrating your new CRM with your existing software. And, they're wrong – integration...

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Drowning at work: do you need a new employee or better technology?

When a firm is really pressed – when people can’t keep up with their work, do you use technology or hire more people to address the issue? This is...

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RIAs Trends: Getting DMS at the same time as a CRM

Over the last few years, we have seen new trends* emerging with RIAs when considering switching to a new CRM: they are considering document...

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Getting Buy-in for DMS, Part 5: Technology is an Employee Benefit

A Love Letter to Firm Owners

Note: This blog was originally published October 13, 2016 and has been updated to be part of our 6-part series on...

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Don’t be a Victim to All-in-One RIA Software

In just about every software category, you find an “all-in-one” solution: a combined financial planning and investment management platform, or a...

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The Misunderstood Role of COO - "The Hardest Job I've Ever Done"

This is an excellent article about the misunderstood role of the COO, the Chief Operating Officer, by Harvard Business Review. Not only is it a...

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