Friday, February 10, 2017
Posted by at 3:54 pm
As an independent wealth management firm, you know nothing compares to providing your clients with solid, one-on-one communication and a personalized, friendly interaction each time they call. However, as a busy advisory firm, you also know that time really does equal money. With the use of an integrated and automated system, your firm can achieve both. (more)
Friday, February 3, 2017
Posted by at 8:01 pm
Increasing client demands and competitive pressure makes it incredibly important for today’s Financial Service Advisors to have information and resources at their fingertips. Many of today’s financial service companies are taking steps to reduce costs, improve client satisfaction, and deliver a quality result. To achieve that, companies and individual Financial Service Advisors need more than typical systems. With the help of digital tools, manual processes holding back your firm are no longer a concern. Now, you can collaborate effortlessly and communicate seamlessly.
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 13, 2017
Posted by at 3:46 pm
Increasing profitability for wealth management firms, as well as clients, will require a thorough investigation of the practices and technologies used. From the business processes to the systems integration and support services, all components of a wealth management approach need to be designed to address crucial challenges. Through the right technologies and the following wealth management best practices, profitability margins can be increased.
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