Choosing a Cloud Service Provider for Your Financial Services Firm

Posted by Rachael Mosher

September 29, 2015 at 10:00 AM

Many businesses use the cloud for storing and backing up files and data, and you might be looking into doing this for your financial services firm, too. After all, the cloud is affordable, hands-off, and convenient. You don't have to worry about taking up memory space on your devices; keeping track of physical documents; or purchasing, installing, and maintaining additional hardware or technology infrastructure.

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Topics: Information Security, Technology

Can You Work Full-Time from a Tablet? With Surface Pro 3, You Can

Posted by Greg Carlson

January 16, 2015 at 9:30 AM

The thought of running an entire financial advisory practice from a tablet may raise a few eyebrows. I’ve certainly been skeptical of the idea in the past. But with Microsoft’s newest release of the Surface Pro 3, I think the ability to work full-time from a tablet is now a reality.

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Topics: Technology

Why All Financial Advisors Need a CRM System

Posted by Ben Davis

November 12, 2014 at 1:30 PM

A customer relationship management (CRM) system can not only help you form and maintain strong relationships with your clients, but it can also streamline your office procedures and boost efficiency. Not quite convinced? Here's a fictional example of why all financial advisors need a CRM system.

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Topics: Technology

7 Ingredients for Optimizing the User Experience [Infographic]

Posted by Darren Tedesco

November 11, 2014 at 10:00 AM

Every day, each of us makes a number of decisions that affect our lives. (Research says the number of decisions is somewhere between 3,000 and 35,000; I couldn’t decide which source to trust, so I’m giving you the range instead!) In making these decisions—regardless of whether our choices involve something rather ordinary or matters of consequence—we are attempting to optimize for something.

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Topics: Technology

Smartphone Heaven: Increase Productivity with Mobile Technology

Posted by Darren Tedesco

April 10, 2014 at 2:30 PM

It's easy to understand why smartphones have taken off in the world: they are an intuitive (and fun) way to increase productivity with mobile technology.

Simply put, smartphones make a huge difference day-to-day and often make life better—and easier. Reflecting upon a Commonwealth road trip last week, I realized that almost every key point was managed by my phone.

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Topics: Technology

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