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Successful BI Projects: Start Small, Think Big
Posted March 6, 2014 by Pat Hennel
Embarking on a business intelligence (BI) project can be intimidating. For many organizations, it’s new territory – a major step beyond simple reporting. A BI project shares many of the same characteristics as more traditional… Read More
10 Ways to Improve Inventory Management Efficiency with Accounting Software
Posted February 18, 2014 by Stephanie Elsen
Inventory management can become out of control quickly if you are not using the right tools, or you are using the tools incorrectly. Use your accounting software to help you gain control of your inventory,… Read More
Make Adopting E-Signatures Your New Year’s Resolution and Keep It!
Posted January 30, 2014 by Emily Maxie
It’s that time of year again, when people make (and break) their New Year’s resolutions. While you’re thinking about your personal resolutions, it’s a great time to think about adopting e-signatures. Most companies need to… Read More
First Look: OneSource's Multi-Channel, Real-Time Intelligence
Posted January 29, 2014 by Mark Aspillera
Think about the kinds of stuff that goes into a CRM database and real-time intelligence probably wouldn't apply to most of it: first name, last name, email address, phone number, chance to close, lead source,… Read More
6 Ways to Know if an Electronic Signature is Legal
Posted November 4, 2013 by Emily Maxie
Most electronic signatures comply with federal regulations, but not all of them provide the necessary evidence to withstand legal scrutiny. Here are six ways to know if an electronic signature is strong enough to stand… Read More
Are Electronic Signatures Legal?
Posted October 28, 2013 by Emily Maxie
Many businesses are adopting electronic signatures as a fast and easy way to get documents signed online. But before you adopt electronic signatures, it’s important to make sure the technology you pick will hold up… Read More
5 Surprising Benefits of Digital Signatures for Financial Advisers
Posted October 23, 2013 by Emily Maxie
If you’re a financial advisor, the paperless office probably seems pretty far away. Most advisors are bombarded by paper documents all day, every day. But you might not know that you don’t have to go… Read More
8 Pros and Cons of Electronic Signature Software
Posted October 15, 2013 by Emily Maxie
In an age when electronic signatures are gaining steam across many industries, it’s easy to get swept away by the desire to get documents signed online. There are plenty of reasons to get excited about… Read More
What is a Digital Signature? How Does it Work?
Posted September 20, 2013 by Emily Maxie
As more and more businesses adopt paperless processes, the adoption of e-signatures has taken off. But there is some confusion between the different technologies that are involved. A lot of people ask me about the differences… Read More
Electronic Signatures: SEC/FINRA Compliant for Financial Advisers?
Posted September 6, 2013 by Emily Maxie
Electronic signatures have been considered legal in the United States since 2000. But financial advisers also have to worry about complex compliance issues. Broker-dealers thinking of adopting electronic signatures need to ensure that the technology… Read More