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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, [...]

By Michael Hammons| 2019-01-25T18:28:27+00:00 January 11th, 2019|Machine Learning/AI, Sales & Service (CRM)|0 Comments
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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, [...]

By Ken Heiman| 2018-11-29T18:12:13+00:00 November 29th, 2018|Sales & Service (CRM), Tech Tips, Uncategorized|0 Comments
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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 [...]

By Bradley Monnet| 2018-10-19T16:08:55+00:00 September 28th, 2018|Machine Learning/AI, Sales & Service (CRM)|0 Comments
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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 [...]

By Bryn Forrest| 2018-08-30T19:51:04+00:00 August 30th, 2018|Business Intelligence (BI), Case Management, Citizen Services, Cloud (Azure), Finance & Operations (ERP/AX/GP), Grant Management, Industry Events, Sales & Service (CRM)|0 Comments
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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, [...]

By Bradley Monnet| 2018-10-19T15:57:32+00:00 August 9th, 2018|Machine Learning/AI, Sales & Service (CRM)|0 Comments
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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 [...]

By Alexis Zakala| 2018-08-03T13:54:42+00:00 August 2nd, 2018|Sales & Service (CRM), Tech Tips|0 Comments
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How to Select an Implementation Partner for Your Financial Services Software Solution: 3 Recommendations

Your firm is gearing up to replace or upgrade your asset management, wealth management or other financial services software solution. As a technology that’s one [...]

By Michael Quattlebaum| 2018-07-18T17:42:29+00:00 July 11th, 2018|Finance & Operations (ERP/AX/GP), Sales & Service (CRM)|0 Comments
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Microsoft Dynamics CRM: Is It Time for an Upgrade to Dynamics 365 in the Cloud?

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 [...]

By Alexis Zakala| 2018-06-21T15:32:23+00:00 June 21st, 2018|Sales & Service (CRM)|0 Comments
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Tools that Extend CRM for Even Higher Performance in Asset Management (Part 3 of a 3-Part Series)

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 [...]

By Michael Quattlebaum| 2018-08-01T17:45:25+00:00 June 15th, 2018|Sales & Service (CRM)|0 Comments
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5 Reasons Why Asset Managers Should Make Machine Learning Part of Their Daily Routine…and Why Their CRM Software Should Help (Part 2 of a 3-Part Series)

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 [...]

By Michael Quattlebaum| 2018-11-05T21:09:09+00:00 June 7th, 2018|Machine Learning/AI, Sales & Service (CRM)|0 Comments
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