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 [...]
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 [...]
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 [...]
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 [...]
5 Ways to Enhance Performance on a Dynamics 365 for Sales (CRM) Form with Hundreds of Custom Attributes
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 [...]
Does Your System Measure Up? What Asset Management Firms Need in CRM Software (Part 1 of a 3-Part Series)
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 [...]
How to Configure Text Analysis in Microsoft Dynamics 365 for Sales & Service (CRM) with Azure Machine Learning Text Analytics
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 [...]
Just Say NO to Point Solutions! A Tale of Two Asset Management Firms
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
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 [...]
You CAN Compete with Robo-Advisors: Capitalize on Today’s “Predictive” CRM to Provide Value the Robos Can’t
Recently, Morgan Stanley announced that it is implementing a machine learning-based system to make its financial advisors (the human ones, that is) more effective. What [...]
Making the Most of Your Government’s Budget: 6 Ways Microsoft Dynamics 365 Can Help
The public sector is not known for having endless financial resources. Period. Quite the opposite is true, as budgets are frequently tight, and worker bees [...]
How Sales & Marketing at Pharmaceutical Companies Use CRM to Meet New Challenges
Sales & Marketing a Pharmaceutical companies are directly impacted by the dramatic changes that have occurred in the industry over recent years. Here are 6 [...]
How 3 Financial Services Firms Expanded into New Markets with Confidence
Competing in financial services typically means expanding into new markets, whether by acquisition, organic growth or global expansion. Business growth is great for the bottom [...]
4 Reasons Why Your Content Marketing Isn’t Generating High Traffic
Many businesses, including those in the media and entertainment industry, deploy a content marketing strategy with the hope and intent that it strengthens customer relationships [...]
3 Big Takeaways from a Financial Services Roundtable
AKA Enterprise Solutions recently hosted a group of executives from leading firms in the financial services industry. Addressing issues common to their field, discussions focused [...]
The Cloud, Communication, and Cyber Security: Highlights from a Financial Services Roundtable
Recently, we brought together a group of senior technical executives from a dozen leading financial service firms to discuss issues common to the field as [...]
There’s More to Marketing Than Predicting a Customer’s Next Purchase
Many brands and marketers are testing the potential offered in big data to predict a consumer’s next purchase. While valuable, there’s more to it than [...]
Should You Upgrade to Microsoft Dynamics 365? Here’s What You Need to Know
Modern business technology has taken a significant step forward with the merger of ERP and CRM systems within an app-centric model. Microsoft Dynamics 365 is [...]
Citizen Engagement Is a Two-Way Street: How Technology is Driving Success
There are many moving parts in the management of a city or county—large or small—including infrastructure, public transportation, parks and buildings, and so much more. [...]
Digital Disruption Takes on Media and Entertainment Sector with Surprising Results
The impacts of digital disruption are being seen in nearly every business sector, but much more so in the media and entertainment sector. The ramifications [...]
Improving Customer Experience Using Voice of the Customer with Microsoft Dynamics 365
Customer experience (CX) is the interactions between a customer and an organization throughout their business relationship. Customer experience is an integral part of Customer Relationship [...]