It Disaster Recovery Plan Checklist
Nothing is worse than having your enterprise networks and data access knocked out without warning, but that’s exactly what can happen thanks to natural and man-made disasters. While you…
What is a Self Service Customer Portal?
What is a Customer Self Service Portal? A self-service portal is typically a website or app that customers, staff, partners, or suppliers can access to find answers to questions, conduct…
How to Build Cyber Security in Financial Services IT
Greg Croteau from Resolute Technology Solutions joins us to discuss the cybersecurity threats faced by wealth managers and the financial IT security avenues available for shielding both their businesses and…
What to Consider When Upgrading or Replacing Your Financial Services IT System: Part 2
In the last session, we had discussed how you can upgrade a legacy platform and what some of the benefits are for your business modernizing segments of your legacy system…
What to Consider When Upgrading or Replacing Your Financial Services IT System: Part 1
Today, we're continuing the discussion about upgrading and replacing legacy platforms within the financial services industry. In the last session, we had discussed what exactly is a legacy platform and…
The Problems with Legacy Platforms in Financial Services IT
30 years ago, the financial services industry looked quite different. Today, these platforms are seen as legacy, and legacy platforms in financial services have increasingly entered into the discussion around digital transformation. We're going to explore why they're so ingrained in some businesses and what you can do.
How Financial Industry Digital Transformation Streamlines Cyber Security and Compliance
This is the conclusion of our three-part series with Resolute Technology Solutions’ President, Rod De Vos. In part-one, we discussed how wealth management firms are using process automation and artificial…
How the Wealth Management Digital Transformation Enhances Customer Service with Data
Wealth Management Digital Transformation In part one of this series, Resolute Technology Solutions’ President Rod De Vos provided an overview of how the financial industry is leveraging process automation and…
How Investors Benefit from AI and Automation Technology in the Financial Services Industry
In part-one of this series, Resolute Technology Solutions’ President Rod De Vos provided insight into how process automation and artificial intelligence (AI) are helping wealth management firms compete efficiently in the post-recession financial services market. New and emerging technology in the financial services industry has become key in lowering overhead costs and, in turn, offer client investors competitive fees.