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Navigating Enterprise Content Management Challenges in Financial Institutions hubs.ly/Q02pGDXn0
thinkadvisor.com/2020/06/10/how… Webinar: ThinkAdvisor and Laserfiche - today at 2pm EST #ria #financialservices
After Creating the Form CRS: Key RIA Compliance Program Considerations hubs.ly/H0sbq8x0
comply.com
Key RIA Compliance Program Considerations | COMPLY
SEC-registered RIA firms that serve retail investors need to not only create the Form CRS disclosure document but also change policies and procedures.
Replica of Isaac Newton's notebook for sale...inspiring kroneckerwallis.com/product/isaac-… #documentmanagement #recordsmanagement
New York RIA Summit #ICSummits Advanced Networking and Asset Management Intelligence for RIAs. Thanks to IC Summits for a great conference. Thanks to Altfest Personal Wealth Management for mentioning Laserfiche for RIAs. #RIA #WealthManagement #ECM #BPM #Workflows
One of the best defenses against a ransomware attack is to have a backup strategy in place. AIIM research illustrates the real threat that exists by noting that 62% of information that must be managed in an organization is unstructured data.
Executives are finally starting to understand that information is the organization’s most valuable asset. bit.ly/2nPzTC5 #DX #InformationManagement #AI #cloud #IoT
documentmedia.com
Here Are the Top 5 Keys for Digital Innovation in 2020
As we near the close of the year and look toward 2020, organizations are taking stock of their digital strategies. Gartner outlines five priorities to keep in mind as you continue to build out your...
Pershing picks best Electronic Signature Vendor signix.com/blog/bid/10838… #BrokerDealer #RIA #Finance
"Interest Soars as New IRS Rules on Electronic Signatures Take Effect" linkedin.com/pulse/interest… by @jjumper12 on @LinkedIn
linkedin.com
Interest Soars as New IRS Rules on Electronic Signatures Take Effect
This article was originally published on SIGNiX's blog. Last March the Internal Revenue Service (IRS) announced new guidelines for electronic signatures for e-filing tax return Forms 8878 and 8879.
Today in 1930 - Sixth Avenue Extension, under construction #thisdayinhistory
‘What Online Dating Can Teach Us About Boosting Efficiency at Work’ on #SoundCloud #np soundcloud.com/simplicity-pod…
soundcloud.com
SoundCloud: The Music You Love
What Online Dating Can Teach Us About Boosting Efficiency at Work
These maps show just how big NYC is compared to other cities: ow.ly/zj5p30cQWZB
Your greatness is limited only by the investments you make in yourself. Up to 95%OFF. Invest now GrantCardone.com/training #Training
Why you should care about electronic records management: govloop.com/community/blog…
govloop.com
Why You Should Care about Electronic Records Management - GovLoop
What's your electronic management strategy?
I added a video to a @YouTube playlist youtu.be/_a-SEf6U4HU?a Laserfiche Insider - Integration with SIGNiX (May 31, 2016)
youtube.com
YouTube
Laserfiche Insider - Integration with SIGNiX (May 31, 2016)
I added a video to a @YouTube playlist youtu.be/URAQDEvR-70?a How to Digitally Sign Documents with SIGNiX
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