Treeno document management systems and workflow management solutions.
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Friday, September 8, 2017
Posted by at 8:00 am
As a financial advisor, your clients entrust the organization of their numbers to you. The right digital document management solution means better organization, which means better numbers. Below are just a few of the advantages you gain with the right document management solution. (more)
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Friday, August 25, 2017
Posted by at 8:00 am
While cyber attacks on financial firms receive the lion's share of the negative press, there are many potential threats to client data from inside your organization. Sure, a rogue employee could copy a client's information for nefarious purposes, or a visitor could steal a file. However, many of the internal threats to client information are accidental, such as the staff member who accidentally emails a client's information to the wrong person. What actions is your financial firm taking to protect client information before something goes wrong? (more)
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Friday, August 11, 2017
Posted by at 8:00 am
States are taking proactive measures to limit access to student records. New student privacy laws aim to provide ample protection to students and families, but they make the job of administrators (as well as teachers and everyone else involved in the individual’s education) far more difficult. Most states now have these laws in place, requiring specific measures to be taken to minimize access to student information and data. How can today’s school – often one struggling to meet budgetary guidelines already – comply with these new rules? (more)
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Friday, July 28, 2017
Posted by at 8:00 am
As one of the most heavily regulated industries in the world, finance requires an attitude of continuous improvement when it comes to compliance. Digital document management streamlines the compliance process and provides many additional features that financial managers are finding quite useful. Below are just a few of the reasons that document management for financial advisors is quickly becoming the norm in the industry. (more)
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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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