There are many ways for RIAs to go paperless these days, one of which is paperless onboarding. This technology aims to improve the way RIA firms collect and use data from new clients. Here’s what paperless onboarding entails.
What is paperless onboarding?
Paperless onboarding is the process of welcoming new clients to your business without requiring all of the traditional paperwork.
A reliable, efficient, and effective telecommunications system is critical to your ability to generate and nurture leads, communicate with vendors, and provide top-notch customer service. If that system were to break down, even for just a day, you could suffer significant losses in productivity, profits, and customer trust.
Microsoft Word has long been regarded as one of the best document processing applications in history. And Microsoft isn’t resting on its laurels, as it continues to bring more features for users to enjoy. Here are some productivity features you should take advantage of.
RIAs are highly entrusted and work with sensitive and personal client information on a daily basis, so it’s crucial that they use secure solutions to process and store this data. Fortunately, most RIA firms already use Microsoft 365, a complete, intelligent business solution that comes with top-of-the-line productivity tools as well as extensive security, data protection, and user controls.
Today’s RIAs are always on the go, so it’s no surprise that more and more RIA firms are relying on the cloud to stay in touch with clients, store data, and run business applications. Not only are web-based, pay-as-you-go services more affordable and accessible than on-premises IT systems, but they’re also far more secure, more agile, and easier to use.
There are three main categories that phishing messages fall into: email, text message and phone calls. Let’s break down these three categories to learn more:
Remote working has proven to be invaluable in maintaining day-to-day operations during the pandemic, but many RIA practices are now considering how to safely and efficiently reopen their offices. Rather than simply returning to their existing brick-and-mortar establishments, RIAs are adopting hybrid work models to enhance employee experiences and create a more productive work environment.
In 2003, the National Institute of Standards and Technology (NIST) stated that strong passwords should consist of upper- and lowercase letters, numbers, and symbols. However, the institute has now reversed its stance. Find out why and learn what their new recommendations are.
To address the challenges of the post-pandemic workplace, Microsoft has added several new features in Microsoft 365 that are aimed to improve the productivity of hybrid workers. Here are some of the new M365 updates you should be excited about. Work seamlessly with Windows 365 Windows 365 is a cloud service that allows users to […]
While working from home, you need to have the right amount of resources and support to be productive. You need a functioning computer and sufficient internet bandwidth. But chances are, you’re not aware of the minimum internet bandwidth requirements needed to be fully productive while working away from the office.