BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?

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Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice

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The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.

BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?

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Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?

BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust

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When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider

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With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack

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When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.

BACK OFFICE HEROES: Why Firms Should Prioritize Compliance

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A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end

BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs

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Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm

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The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.

BACK OFFICE HEROES: The Most Effective Path to Lead Generation

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Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.