Your Field Service Organization: Moving from Cost Center to Profit Center
Your field service personnel provide an essential service to your customers and are therefore vital to your company’s growth and customer satisfaction. But for many [...]
How Asset Management Firms Can Gain a Competitive Edge with Data Sets and Advanced Analytics
Successful asset management firms are increasingly leveraging alternative data, or data sets, to provide an informational edge over their competitors. As these firms increase the [...]
Developing a Data Culture in a Non-Profit Organization: The Story of Lifeworks
Since 1998, LifeWorks, an Austin, Texas-based non-profit organization, works to provide a pathway to self-sufficiency for more than 4,000 youth and families facing difficult challenges, [...]
6 Ways Asset Management Firms Can Benefit from Artificial Intelligence
To stay competitive, asset management firms need to make intelligent decisions regarding every opportunity and utilize every resource to its fullest. Without the right technology, [...]
Writing Microsoft Dynamics 365 Plug-ins in Azure Functions
Over the years, as Microsoft Dynamics 365 has grown and matured, one thing has stayed pretty consistent: plug-ins. If you are unfamiliar with the concept, [...]
AI and Machine Learning for Asset Management Firms: Part 2 – Applications for Managing Institutional Pipelines and RFPs
AI and machine learning for asset management firms sound like marketing hype—with no practical application. But before you dismiss these concepts, read on. AI and [...]
3 Game-Changing Technology Opportunities That Make Us Excited About COVITS 2018
It’s that time again: COVITS 2018 is right around the corner. Hosted by Government Technology, COVITS offers an agenda that has been designed by a board [...]
AI and Machine Learning: Practical Applications for Asset Management Firms (Part 1 of a 3-Part Series)
AI. Machine learning. When you hear those terms, what comes to mind is a science fiction movie where machines achieve consciousness—and trouble ensues. At best, [...]
Tips and Tricks for Upgrading from Microsoft Dynamics CRM to Dynamics 365 for Sales in the Cloud
Part 2 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud If your data--or the software that [...]
How to Select an Implementation Partner for Your Financial Services Software Solution: 3 Recommendations
Your firm is gearing up to replace or upgrade the software you use to manage business your asset management, wealth management, private equity, insurance or other financial [...]