M&E Cybersecurity: 5 Trends and 9 Tips from 2019

Cybersecurity is the combination of People, Processes and Technology working together to protect the information assets that enable your business to function. The reason it seems so difficult is that, in order for attackers to be successful, they only …

Optimizing CX with AI-Powered Voice Analytics

Insurance Provider Delta Dental of Washington knew they needed more insight into their contact center operations and overall customer experience. Learn how they discovered specific pain points and made adjustments to lower AHT, increase customer satisf…

Why Law Firms Are Moving to the Cloud

Lawyers are shifting to the cloud for more efficiency, better collaboration, and more freedom. – Avoid expensive server hardware, setup, and maintenance. – Access firm data from any web browser or mobile device. – Secure your data with 24-7 sy…

Going Independent with the Hybrid RIA Model

The hybrid advisor model is an ideal path for those who wish to maintain a commission-based business while building an advisory practice. Exploring a few key questions can help you identify your business goals and decide whether this is the right model…

Five Business Models for the Modern RIA

Why are more and more advisors choosing independence? The answer is simple: The Registered Investment Advisor ("RIA") model has become more than a place to break free from tradition. Custodians and platform providers work together to help pos…