Using a CRM Workflow isn't Always Best. Here's Why.
Just because you want to get the most out of your CRM (Contact Relationship Management) investment, doesn’t mean setting up workflow automation for...
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How to Implement the Right Technology for Your RIA: Part 2
Last Friday, we shared the first 3 steps to successfully implementing your new technology project. Below are the last 3 steps. If you would like to...
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How to Implement the Right Technology for Your RIA: Part 1
Back in September, we hosted a live webinar, How to Select the Right Technology for Your RIA. Our live webinar yesterday expanded on that. Now that...
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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 a...
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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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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 analyze...
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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...
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