The Efficiency Beat

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...

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...

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...

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...

Trumpet Success Story: Business Process Optimization for Quarterly Electronic Filing

With Auto Filer for NetDocuments, Charter Oak Capital Management reduced the time it takes to file thousands of quarterly and monthly statements by...

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) can...

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.

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. 

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...