Finity360 @finity360
Native #Salesforce, #blockchain and #AI enabled #data and #documentmanagement solutions for #financialservices finity360.com USA Joined July 2018-
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If your firm experienced a #dataloss incident, how long would it take to recover at least some of the lost data? If the answer is "too long," you need a backup and recovery plan. Make sure you can restore your records promptly with Finity360™ Recovery 👉 finity360.com/products/data-…
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How much time do your advisors spend searching for important #documents and onboarding clients? Streamline operational workflows with Finity360 Docs, our #documentmanagement system for #financialservices 👉 finity360.com/products/docum… #financialadvisors #clientonboarding #fintech
Looking to extend the value of your data and legacy #backoffice ? We can digitally transform your operational & revenue models for greater growth & profitability. Click to find out more 👉 finity360.com #capitalmarkets
Bad news: The increase in business among independent #advisory firms has revealed a critical weakness in how most onboard new clients. For many, that leads to revenue loss. ⬇️ thinkadvisor.com/2020/08/26/why… #clientonboarding #financialservices @AngieHerbers @ThinkAdvisor
Research shows that 60% of businesses closed operations within the six months following a #cyberattack, and attacks of this type are particularly deadly to small and medium-sized businesses. ⬇️ financederivative.com/cyber-security… #cloud #dataloss #cybersecurity #datarecovery
Finity360 retweeted
Dual registration as a broker and adviser comes with unique #regulatory challenges and obligations to clients. InnReg can help you sort through the issues. #brokerdealers #RIA investmentnews.com/sec-update-faq…
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PCAOB Issues Annual Report on the Interim Inspection Program Related to Audits of Brokers and Dealers pcaobus.org/Inspections/Do… #auditing #brokerdealers #PCAOB
Finity360 retweeted
So far, the conversations those forms were meant to promote seems to be virtually non-existent. What's your experience? @wealth_mgmt #RegBI #brokerdealers #RIAs wealthmanagement.com/regulation-com…
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As data centers require more processing speed, we will likely see a shift from the current data center IT architecture, characterized by a split between the computing layer and the storage layer, to a more memory-centric architecture. #datamanagement #dataanalytics
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Finity360 retweeted
A recent M-Files report showed that locating documents on a company network can be so challenging that 83% of office employees end up having to recreate documents that already exist. How is your company tackling this issue? #documentmanagement #financialservices
Finity360 retweeted
A #DocumentManagementSystem makes it possible for everyone to access the most recent version of every document. Since multiple people in different departments have to make changes to these same documents, being able to keep track of all modifications improves collaboration.
Finity360 retweeted
While many companies have already moved part of their processes to the #digital space, they still keep a large portion of their #documents on paper. Subsequently, businesses rely on paper-based signatures, which impede productivity, reduce visibility, and hinder compliance.
Finity360 retweeted
Adopting a #DocumentManagementSystem and eliminating paper doesn't only have a positive effect on the environment, but it also has a positive impact on your bottom line, saving your employees precious time and, consequently, saving you quite a bit of money.
Finity360 retweeted
Globalization made it necessary for companies to find ways to communicate and share #documents with employees and clients located all around the world. How is your company tackling the demands of a global economy? #documentmanagementsystem #documentmanagement #digitaldocuments
Finity360 retweeted
A #documentmanagementSystem can reduce administrative and document-related costs significantly. Have you gone digital, or still doing everything on paper? #paperlessoffice #documentmanagement
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