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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.

Robin Houston

Robin brings over 15 years of B2B marketing and channel partner management experience to Trumpet. She has a passion for creating an amazing experience which results in long-term relationships with channel and technology partners. She loves to drive the creation of highly-effective marketing programs that bring a company's vision to life. In her spare time, Robin loves to travel with her husband and friends. They attend music festivals, snowboard and try to escape the Phoenix summer heat as much as possible by camping in Northern Arizona.
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Recent Posts

11 Expert Project Planning Tips for Selecting New Technology

Real Tips from the Field - Part 1

Quite some time ago, both radio and theaters used 'Serials' – a series of short stories that usually ended with...

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11 Expert Project Planning Tips for Selecting New Technology

Robin Houston

Robin brings over 15 years of B2B marketing and channel partner management experience to Trumpet. She has a passion for creating an amazing experience which results in long-term relationships with channel and technology partners. She loves to drive the creation of highly-effective marketing programs that bring a company's vision to life. In her spare time, Robin loves to travel with her husband and friends. They attend music festivals, snowboard and try to escape the Phoenix summer heat as much as possible by camping in Northern Arizona.
Find me on:

Recent Posts

Best Practices for Selecting a CRM for Financial Advisors

CRM (Customer Relationship Management) is a term that refers to the practices, strategies, and technology a firm uses to organize, manage and...

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4 Powerful Tips to Maximizing a CRM for Financial Advisors

Are you in dire need of a productivity boost? Has your RIA firm been searching high and low for a new way to leverage technology to create a more...

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How to Enhance Client Service and Increase Revenue with a DMS

Successful financial advisory firms and RIAs are always looking for ways to enhance the client experience, and a document management system (DMS)...

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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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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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Ease of Use in Worldox GX4 - There is a Better Way

This is a guest post by John Heckman,  a Worldox Inner Circle Partner, and founder of Heckman Consulting. 

When Worldox is first implemented at a...

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Trumpet Introduces SignatureBridge

Law firms and other organizations that manage a lot of contracts and other transactional documents now have a solution that bridges the gap between...

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Curious How to Successfully Implement New Technology?

You've spent hours researching and selecting the right technology for your firm BUT NOW how do you ensure a smooth implementation process?

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