Treeno document management systems and workflow management solutions.
Treeno Blog
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)
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)
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)
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)
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)
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. (more)
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. (more)
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. (more)
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. (more)

Blog Archive

Home | News | Terms of Use | Sitemap
Learn more about the Treeno document management system with workflow automation on FaceBook.
Stay connected with Treeno document management with workflow automation on Twitter.
All content copyright © 2010 - 2017 Treeno Software. All rights reserved.