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Automation Tag

Top Causes of Inefficiency and Low Productivity in Your Back-Office
Top Causes of Inefficiency and Low Productivity in Your Back-Office

May 14, 2020 | Operational Excellence

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Eliminate Shadow Accounting with Incentive Compensation Management
Eliminate Shadow Accounting with Incentive Compensation Management

Jul 18, 2019 | Operational Excellence

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4 Ways to Improve Your Firm’s Month-end Close Process
4 Ways to Improve Your Firm’s Month-end Close Process

Jun 12, 2019 | Operational Excellence

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Customer Success Story: Replacing Legacy Technology Platform Yields Increased Efficiency and Production
Customer Success Story: Replacing Legacy Technology Platform Yields Increased Efficiency and Production

Aug 3, 2016 | Operational Excellence

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About Us

We create and integrate solutions to the complex business problems that face our partners in the financial services industry.

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Blog

  • Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs Part 2

  • Upcoming Webinar: Leveraging Data in Raymond James Bank and Credit Union Programs

  • Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs, Part 1

Contact Us

7850 Metro Pkwy, Ste 320
Bloomington, Minnesota 55425
Main: 612-244-2300
Sales: 612-244-2350

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