A blog discussing the latest insights on technology, managed services, security best practices, and enterprise-grade innovations.
5 IT Mistakes Financial Advisors Make
And How They Connect to the Real Problems Financial Firms Face Financial advisors rarely make “purely technical” mistakes. The technology problems are usually symptoms of deeper practice-management issues – working 80-hour weeks, no leverage, no processes, and a firm that
It’s Mission-Critical: Data Privacy for Financial Firms
U.S. financial service providers sit at the core of the digital economy. Banks, credit unions, fintechs, insurance firms, and investment companies process and store customer identities, financial records, payment information, investment details, and other sensitive data every day. As a
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