October 19, 2020 | Rebecca Baldridge |

Category:

Insights

Build an Investor Portal with Client Satisfaction in Mind

For financial services firms, a well-designed web portal is an essential component of success. In today’s digital world, clients value transparency and rapid, convenient access to data. Moreover, investors want access in a format that meets their individual needs. The ubiquity of mobile communication means that your portal must be compatible with and easily viewable on every type of d

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October 5, 2020 | Rebecca Baldridge |

Category:

Insights

Brokers Up their Data Game to Deliver on Quantity, Quality, and Accuracy

In the contemporary world, the ever-increasing availability of data and sophisticated analytics has reshaped the way business is done. We understand that access to data, delivered in a timely fashion and in a format that facilitates analysis, promotes valuable insights that can reduce costs, improve efficiency, enhance client satisfaction, and ultimately grow revenue. In financial servi

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