Please ensure Javascript is enabled for purposes of website accessibility

data analysis Archives

The Role Of CRM In Building A Data Driven Advisory Practice

The Role Of CRM In Building A Data Driven Advisory Practice

With a very competitive financial environment, advisors are progressively relying on data to make their decision and provide better results to their clients. An information-informed advisory practice enables financial practitioners to rely solely on their intuition and experience, and rather employ information to inform investment policies, dealings with clients and business development. This is based […]
workload management software

5 Signs of Poor Workload Management + Tips on Achieving Balanced Workloads 

How to keep your team members productive and engaged? One of the solutions is to ensure their balanced workloads. When people aren’t overloaded with tasks, they cope with their work much more effectively, which in turn contributes to smooth workflow and increases the chances of successful project completion.  At the same time, effective workload management […]