We’ve been designing and implementing technology solutions for financial services firms for many years, but we still encounter unique challenges that can’t be addressed by [...]
With the COVID-19 pandemic, business continuity is top of mind. But when we think of “business continuity,” we relate it to how we prepare to [...]
"Bear market"…"Biggest drop since the Great Depression”…"Unemployment at 35%”…"$2 Trillion added to national debt”… these are real excerpts from my news feed this week. It’s [...]
If you’ve ever been on the Tube (subway) in London, you’ve probably noticed as you’re entering or exiting the train a voice overhead saying—very congenially—“Mind [...]
If you've ever looked online for weather information, chances are you've gone to one of two sources. (I won't mention the other here). With offices [...]
A large regional bank recently brought on a new CTO, and, as is often the case, he walked into a bit of a mess: old, [...]
When I mention LinkedIn Sales Navigator to clients or prospects, some responses I get are that they are unfamiliar with the tool or that this [...]
LifeWorks works to help more than 4,000 youth and families, many who are facing life’s most difficult challenges, including homelessness, trauma, and abuse, find a [...]
Just because your firm is successful doesn't mean there's no room to grow. That's what the Senior VP of Sales and Marketing Technology of a [...]
Successful financial services firms are successful for a reason: their salespeople (account managers, portfolio managers, and the like) work very hard to attract clients and [...]
What happens when the software you depend on for so many business-critical functions can’t address a crucial need? You might think your only options are: [...]
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 [...]
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 [...]
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, [...]
AKA has been working with nonprofits for years now, and we are constantly looking for opportunities to add value. This is particularly important since most [...]
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, [...]
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 sound like marketing hype—with no practical application. But before you dismiss these concepts, read on. AI and [...]
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. 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, [...]
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 [...]
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 [...]
Part 1 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud Do any of these qualities define [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Most technology suites are not able to fill [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) The challenges faced by asset management firms on [...]
If your Microsoft Dynamics 365 for Sales (CRM) implementation has forms containing hundreds of custom attributes, you might notice some performance issues. These issues can [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Sales targeting. Trade resolution. Getting the data you [...]
With so many additions and improvements to Microsoft Azure Machine Learning, Microsoft has done a tremendous job of integrating it with Microsoft Dynamics 365—and businesses [...]
In financial services—whether you’re in wealth management, asset management, or other—there is no argument that the software you depend on for your business needs to [...]
What’s New in the Spring 2017 Microsoft Dynamics 365 Update Microsoft Dynamics 365 is an innovative, integrated new take on CRM and the spring 2017 [...]