Friday, January 27, 2017
Posted by at 4:04 pm
Wealth managers need to have client data readily at hand. A natural disaster, such as a flood or fire, can wipe out stored data. Thieves can make computers and drives disappear. Ransomware can wipe out files without physically touching the computer. When businesses suffer a significant data disaster, they often fail within a year. A plan for disaster recovery for wealth managers is essential to their long-term business survival.
Friday, January 20, 2017
Posted by at 7:14 pm
Human error is one of the biggest causes of computer security incidents. It's at least a contributing factor in the large majority of them. Carelessness in viewing email or attending to a device usually made it possible. Cases where people's mistakes are partly or entirely to blame account for 84% of all incidents
Friday, January 6, 2017
Posted by at 4:10 pm
Today's rapidly evolving global market has created a competitive space within the wealth management sector. In order to retain client business, while maximizing profits and efficiencies, wealth management firms must find ways to streamline administrative processes, improve customer services, reduce costs, and strengthen compliance. To achieve these goals, the right software solution needs to be adopted.
Choose The Right Technology To Improve Efficiencies (more)
Tuesday, May 14, 2013
Posted by at 6:23 pm
Earth Day is in just a few weeks, and what better way to show your commitment to the environment than by helping a green organization go even greener? That’s just was Treeno Software did when they collaborated with the Illinois Clean Energy Foundation to implement an efficient, paperless grant submission process.
Thursday, March 14, 2013
Posted by at 3:11 pm
It’s that time of the year again. As spring approaches we start to look around at the clutter we’ve accumulated all winter long and realize that it’s time to do some serious spring cleaning. At home we fling open the windows, break out the mops, and get ready to scrub. But what do we do in the work place to start fresh, to get rid of the clutter and disorganization that has slowed us down and made doing even the simplest tasks way too time-consuming?
Wednesday, February 20, 2013
Posted by at 2:12 pm
It’s 4:00 PM, and you’ve just wrapped up a meeting with a new client. All their paperwork is completed and contains the necessary banking and financial information, as well as their social security number, date of birth, and credit history. You have one last meeting in 15 minutes before you leave for the day. Processing this client’s documentation is going to take awhile and is going to have to pass through several people’s hands before it’s completed. You know it’s late in the day and, chances are, the paperwork is going to sit on someone’s desk until tomorrow. You could just stamp the documents “Confidential” and hope that is enough to protect your client’s privacy. But, realistically, this is putting your client’s personal information—as well as your organization’s legal obligations and integrity—at risk.
integration, MFP, personally identifiable information, security, Xerox, Xerox EIP
Wednesday, September 12, 2012
Posted by at 3:02 pm
The new Treeno Rapid Document Archive (RDA) solution works in concert with Treeno Software’s Electronic Document Management (EDM) system, which is widely deployed throughout North America in a variety of industries. Customers can now easily turn years of paper documents into accurately filed electronic files. Automated barcodes ensure that scanned documents are classified and routed to specific folders. The Treeno Rapid Document Archive
solution is seeing quick adoption in the digital conversion of employee records in the Human Resources department. The Treeno RDA is also helping medical and social service organizations to create a secure digital archive of patient files and client records. (more)
cloud, disaster recovery, Document Management, ECM, EDM, paperless office, saas, scan
Thursday, May 24, 2012
Posted by at 7:31 pm
You’ve done extensive analysis. Your organization has come to the conclusion that a document management system will significantly increase efficiency and improve customer service. There is a clear rapid return on investment. The detailed vendor evaluation process is complete. Now the much anticipated project is about to begin. There is one hurdle you may have not considered, and that is change. (more)
change management, cloud, content management, disaster recovery, Document Management, EDM, paperless office, saas, Treeno
Friday, May 4, 2012
Posted by at 3:11 pm
As organizations wring out costs and search for ways to increase customer service the paper form is becoming an endangered species. Here are 5 reasons why companies are bidding the paper form adieu: (more)
cloud, Document Management, ECM, EDM, paperless office, saas
Friday, March 16, 2012
Posted by at 8:01 pm
We’re not the sort of company to say “I told you so” but we are proud of our technological foresight. It was ten years ago that we decided to develop our document management system
as a browser-based tool. That important decision meant that our customers had the choice of using their own server on-site or one located elsewhere in a secure location. (more)
cloud, Document Management, ECM, EDM, saas