by Mallie Hart | Mar 29, 2023 | ceo blog, what's new
Paper documents can be a burden on business efficiency, not to mention the high cost of printing. The average company with less than 500 employees spends upwards of $35,000 a year on printing documents. In an effort to cut back on paper consumption, some companies are...
by Mallie Hart | Mar 22, 2023 | ceo blog, what's new
They may sound complicated, but business process templates are actually a quick and easy way that you can add operational efficiency to your company. Automating business processes has been found to save managers up to 40 percent of their time, because it means they...
by Mallie Hart | Mar 15, 2023 | ceo blog, what's new
It's one of the downsides of business travel: Having to wrangle all the little pieces of paper, keep track of the tips to the bellboy and the buck for the Coke machine, and get it all back to your company so you can get reimbursed before the credit card bill comes in....
by Mallie Hart | Mar 1, 2023 | ceo blog, what's new
Straight-through processing, or STP, is a digital payment system used to automate transactions between corporations, banks, or individuals. Wealth management firms usually employ some form of STP technology as part of their new account opening process. How does STP...
by Mallie Hart | Feb 22, 2023 | ceo blog, what's new
The First Changes in 25 Years, and Why? SEC Rule 17a-4 and 18a-6 under the Securities Exchange Act of 1934, which define a set of electronic recordkeeping and prompt production of records requirements for registered broker-dealers, security-based swap dealers (SBSDs)...
by Mallie Hart | Feb 16, 2023 | ceo blog, what's new
Financial Services Firms Are Leveraging Process Automation to Drive Growth Financial services (FS) organizations of all types, including wealth management firms, insurance firms, credit unions and banks are adopting technologies to stay ahead of the game under...
