Treeno document management systems and workflow management solutions.
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Friday, July 14, 2017
Posted by at 8:00 am
Are you using document management for K-12? If so, how are you doing it? Today, schools have access to a wide range of methods for updating and digitizing their records and paperwork. Doing so saves money. It also enhances security. There’s little doubt that the need to modernize is present in nearly any school today, but doing so with the right type of document management system is essential. If and when your organization decides to move forward, it’s important to know the key advantages and features to look for. (more)
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Friday, June 23, 2017
Posted by at 8:00 am
It is no secret that K-12 schools generate a copious amount of paper on a daily basis. From the paper generated by students completing assignments to the paper work created by administrators, schools often have a hard time organizing documents. Fortunately, document management for K-12 can make everything easier thanks to proven software solutions. (more)
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Friday, June 9, 2017
Posted by at 8:00 am
Today’s financial advisory firm is often one with a handful of professionals working together to provide for the growing needs of the Millennial and Baby Boomer generations, as well as those in between. A key difference in today’s industry is that there’s a pull away from the large firms and investment banks to smaller, even independent financial advisors working to meet the needs of a growing number of clients. (more)
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Friday, May 26, 2017
Posted by at 6:03 pm
The job of a wealth manager may not initially seem like a high-risk position, but today’s environment makes it one of the riskiest types of jobs out there. Your job entails managing an endless amount of risk and, for the most part, avoiding a crisis. The right business decision is not always clearly understood, and with that comes risk. (more)
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Friday, May 12, 2017
Posted by at 5:53 pm
  No longer is the job of a wealth manager to pour over newspapers and spend days monitoring stock market changes. Today, especially in the wealth management industry, technology is offering efficiency and a higher level of quality of service. It is possible to call it an evolution within the industry in which a new ecosystem is blooming. If you’re still using “older” methods to accomplish the same tasks, you’re likely struggling to connect with other advisors. How can improving your own ecosystem help you and your business reach more people in a more effective manner? (more)
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Friday, April 21, 2017
Posted by at 2:58 pm
Assessing risk as part of a client's financial portfolio is a task that wealth managers are used to completing on a daily basis. However, recent studies reveal that risk management for wealth and asset managers is starting to take a new turn towards the protection, accessibility, and transparency of data. In fact, satisfying the demand for safeguarding, accessing, supporting, collecting, and presenting data is now an essential task for wealth and asset managers. (more)
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Friday, April 14, 2017
Posted by at 8:00 am
Third Party Administrators (TPAs) are faced with the daunting task of internal auditing. Creating a documented process and a review checklist will simplify the audit to ensure employees are dotting their I’s and crossing their T’s. First, let’s ask a fundamental question. Why and when do you need to conduct an internal audit or put monitoring in place? (more)
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Friday, April 7, 2017
Posted by at 8:13 pm
People, processes, and technology, these are the three critical elements of a properly run claims department. However, on their own, these elements aren't enough to let you sleep soundly. Fortunately, with the addition of the following three qualities, your claims department can run smoothly and efficiently. (more)
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Friday, March 31, 2017
Posted by at 9:12 pm
Is your organization thriving because it’s effective at managing emergency situations? These are crisis situations that leave your team working overtime to find a solution before the worst outcome occurs. While being an emergency solver is a good thing, it’s rarely the best for your organization. Rather, organizations simply need to focus on preventing this type of claims crisis from reaching an emergency level. (more)
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Friday, February 17, 2017
Posted by at 8:00 am
Is your wealth management firm struggling under the physical and metaphorical weight of paper documents? Are you having a hard time keeping up with the demands of your growing client base? If so, then you should explore proven electronic document management technology that is designed to streamline communications, improve accessibility to vital records, and effectively manage documents for wealth management firms of all sizes. (more)
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