Top White Papers and Webcasts

  • Financial services organizations, including banks, brokers, insurance, and wealth management advisors, are subject to a number of regulations to govern data security, making these institutions subject to a great deal of scrutiny over their cybersecurity efforts. This regulatory scrutiny makes data breaches particularly costly. Data breaches can come from any number of sources, including mistakes from well-intended employees, rogue employees, and international crime organizations. Read this executive brief to …

  • Many management teams see Salesforce as a complete solution right out of the box, but complex configurations, user training, and manual processes, such as document generation, records management, and data updates, sap the time of the Salesforce administrator that could be used for more strategic initiatives. Incorporating intelligent automation streamlines data management, simplifies customer and operational data updates, and accelerates document creation and delivery across the enterprise. Read this white …