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We’ve all heard the environmental benefits of "going green," but keeping our planet healthy isn't the only reason for brokerage firms to move to electronic documentation.There are significant benefits not just for your firm, but also for your customers. Did you know firms that use automated electronic processes see lower acquisition costs, increased sales and ongoing cost savings? And don’t take our word for it, a Forrester study proves it. But firms need a way to get signatures on important electronic documents. Digital signatures take care of that problem. Here are just some of the benefits of adopting digital signatures: Increased Revenue Increased Sales through Immediate ... READ MORE
Like many other businesses, brokerage firms rely heavily on paper. But it doesn't have to be that way. Firms across the country are going paperless or reducing their paper waste, and you can too. The journey to becoming a paperless brokerage firm isn’t easy, but the benefits are completely worth it: More convenient transactions Better protection against fraud Less time spent filing and retrieving documents Less money spent on printing and mailing documents But before you start, you need to have the technologies to make the transition as smooth as possible. Here are the top three tools you’ll need: Digital Signatures Finding a digital signature product is key to getting rid ... READ MORE
If you’ve ever worked at a financial business, you probably already know the benefits of going paperless: it’s good for the environment, it saves time (no more filing or retrieving documents), and it frees up office space that used to house filing cabinets. But have you thought about what going paperless would do for your customers? Here are some great customer benefits of going paperless: Increased security by eliminating paper statements Better protection against fraud More convenient transactions Plus they’ll like that you’re doing your part to save the environment. Going paperless isn’t easy to do, but it’s worth the work. Here are some ... READ MORE
You will definitely find this article useful if you are a businessman or you plan to start a business, or you simply have an iPad or you are going to buy one. Check out this selection of a few free iPad apps that every successful businessman should have to make his job easier and better organized while on the go. While all eight apps are free to download off the Apple app store, a few of them have more feature-rich paid versions, or have paid monthly subscription services, which are also pointed out here. 1. iBooks If you are a real businessman, ... READ MORE
I have a good friend who was a producer of the cult TV show "Veronica Mars" from 2004-2007. Recently, the creative team behind that show made Internet history in an interesting way - they partnered with the website Kickstarter, a resource for crowdsourced fund-raising, to raise millions of dollars to underwrite production of a "Veronica Mars" feature film. As of this writing, over 50,000 fans have pledged anywhere from $10 to $10,000 or more. Pretty cool. My company is the corporate sponsor of xTuple PostBooks - a leading open source ERP - which is currently being honored as the "Project of the Month" ... READ MORE
FirstRain, a web-based customer intelligence platform, is announcing today their new mobile enterprise customer intelligence service--FirstRain for Touch, built upon the Salesforce Touch Platform. Not only is FirstRain for Touch meant to integrate with a business's existing CRM, but it also allows organizations to develop their own customer intelligence applications quickly and easily, then deploy it to their own workforce. By helping users make customer information more readily available to sales teams, FirstRain hopes to "accelerate the impact of mobile for [their] customers." Given the fact that BYOD and mobility are such a hot topic in the business world right now, ... READ MORE
While the security issues surrounding cloud computing have garnered much attention in recent years, many companies have fallen victim to dangers of the Bring Your Own Device (BYOD) trend they adopted more readily. Oddly enough, adopting BYOD means vicarious integration of cloud computing, though BYOD is where security fails rather than the cloud vendors themselves. According to an August 2012 Trend Micro study, "Security breaches have been experienced by nearly half of all companies that allow BYOD and immediate changes to security protocols typically follows such breaches, with data access right restrictions (45 percent) or security software installation (42.9 percent) ... READ MORE
The tech world is buzzing with news of the new Pebble watch, which is using e-paper technology to make not just a watch, but a whole new device. You can easily customize and program the Pebble watch with the use of an iPhone or Android app to send you alerts, use for activities like running and bicycling, and even link to your phone for caller ID and SMS alerts. It goes beyond just making a better watch—Pebble could actually usher in a new era of devices that keep us connected even better than our smartphones and tablets can. By now, we're all ... READ MORE
As businesses needs evolve, software companies must constantly reinvent their products and services to stay on the cutting edge. The most innovative companies in IT in 2013 are those that are changing up the way companies interact with their customers and their data. We're taking a look at game-changing companies in four segments that are striving to reinvent IT software as more mobile, socially-oriented and data-driven than ever before. Mobile Device Management: MobileIron The BYOD movement is on the rise, but bringing your own devices also brings concerns with making sure your data access is seamless and your security is sound. Mountain View-based MobileIron has ... READ MORE
Think of an image for business intelligence and you'll most likely envision something static and immobile--sprawling data centers full of warehoused data, visualization software bound to desktop workstations and demo presentations full of sterile, un-intuitive visuals that further confuse rather than clarify. Roambi's sleek flagship solution addresses those two BI issues: mobility and accessibility. We talked to Roambi president of product innovation Quinton Alsbury to find out about how they seek to democratize the power of BI. What was the inspiration behind Roambi? Well, my partners and I came out of a background in data visualization and intelligent applications and we’re all ... READ MORE
Recent Comments
Little to no sense - sorry.
This makes little no sense – I am sure companies like Apple and Samsung have pretty strict accounting guidelines in place and nothing gets through. With companies like Samsung and Apple they wield the power - not the channel. The story is confusing and judging by your website I am not the ...
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There's nothing better than a free trial to get me to provide my contact info. It's disappointing to me when software companies don't offer one.
Interesting article we get a lot of clients moving away from complex crm which are too feature rich to simpler cloud based crm. A crm system should improve workflow processes not hinder.