Salesforce.com does more than just manage the sales process. Many of FinServ’s clients are evaluating Salesforce as a key pillar of their Front, Middle and Back office operations. Salesforce is a robust, configurable platform capable of handling your fund’s operational infrastructure needs at a fraction of the price and ramp up time of traditional offerings.Here… Read More
Is your business too dependent on excel? Here are some key warning signs that you may be at risk. Read More
Trailhead is Salesforce’s free online training content. It is user friendly and stocked with a ton of rich content to allow any user to learn salesforce at their own speed. Read More
I was first introduced to Salesforce by a long time friend who I worked with at the start of my career at AT&T who had joined Salesforce as a account executive. At that time I had no idea what Salesforce was but I assumed based on the name that it must have something to do… Read More
There is a great and easy to use tool that you can purchase that will make your file migration and onboarding to SharePoint Online / One Drive for Business really easy. Read More
Microsoft has been rapidly improving the One Drive for Business / SharePoint Online products. Here are some useful work arounds for some current limitations. Read More
How the built in capabilities of tools like SharePoint Online can ensure you can easily manage multiple versions of documents in your organization. Read More
As hedge fund technologies grow in depth and breadth, fund managers continue to search for the best technologies to support the structure of their firm. A Portfolio Management System (“PMS”) is a valuable tool that managers are implementing in increasing numbers—with automated features and complex capabilities, it takes care of middle-office functions so managers can focus… Read More
