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 [...]
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 [...]
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 [...]
Sales & Marketing a Pharmaceutical companies are directly impacted by the dramatic changes that have occurred in the industry over recent years. Here are 6 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]