Resources
Our latest guides, whitepapers, case studies, and articles.
Guides, Whitepapers, and Case Studies
CASE STUDY
Business Process Automation Reduces Costs and Mitigates Risk
Financial services firm automates manual processes and experiences significant efficiency gains and enhanced compliance processes.
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Case Study
Fulton Financial Streamlines Commission Processing
Learn how incentive compensation management streamlined commission processing for Fulton Financial Advisors.
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Case Study
Enhancing LPL Data With Business Process Automation
Investment services firm enhances LPL data and clearing services with business process automation solutions.
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GUIDE
FINRA Audit Preparation Guide for Broker-Dealers
Learn four proven ways to prepare for a FINRA routine examination – according to leading compliance experts.
WHITEPAPER
How Leading Broker-Dealers Leverage Digital Technology
Discover three key ways digital technology helps retain top advisors and boost profits
Recent Blog Posts
How to Build a Business Case for Technology Investments
What is a Business Case and Why You Need One Building a strong business case for technology investments is critical. Many projects fail due to poor project planning or lack of executive buy-in and support, or a combination of each. Building a business case will help...
