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 your asset management, wealth management or other financial services software solution. As a technology that’s one [...]
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 [...]