Author: David Gemma

October 18, 2017

Check out the UNAPEN Newsletter – September 2017
Hackers & Hurricanes – How Your Firm can Survive Both Threats with a Single Solution
CyberSecurity – Download Datto’s 2nd Annual State of the Channel Ransomware Report
Ransomware – The Top 2 Ways to Protect Against this Growing Epidemic
Tech Giants – Microsoft and Amazon Collaborating
AUG, The Exchange – Wealth & Investment Industry Forum Offers Member Discounts on Industry Solutions
Password Madness – SANS Institute Offers Guidance on Selecting a Password Vault
Monthly Trivia Question – Citizenship Day and The Constitution

August 24, 2017

Check out the UNAPEN Newsletter – August 2017
Finding an IT Vendor that Specializes in FinServ
Case Studies – Client Reporting for PortfolioCenter & Axys Clients
Retrospect – Microsoft Timeline: Then-to-Now
Compliance Risk Alert – CyberSecurity OCIE Examinations
Business Continuity – Download the 2017 SANS Security Awareness Report
Monthly Trivia Question – The ‘New College’ Founded in 1636?

July 27, 2017

Check out the UNAPEN Newsletter – July 2017
ClientLogix – Infor CRM integrated with LinkedIn Sales Navigator
PriceFusion – Quarterly Bulletin for APX Clients
Matrix – Single & Multi-Family Office Reporting Technology
Asset Managers Gear Up for Growth
Advice for Parents of Online Gamers
Monthly Trivia Question – How did July(and all the other months) Get Its Name?

July 17, 2017

Cesar Pereira discusses how Tier one Asset Managers are already starting to adopt predictive analytics as part of an effort to increase internal and external wholesaling effectiveness. UNAPEN ClientLogix CRM combined with Sales Intelligence for Infor CRM creates a powerful predictive analytics solution for internal and external wholesalers to sell funds and enhance client interactions.

June 29, 2017

Check out the June 2017 UNAPEN Newsletter!
Multiple Significant Global Cyber Attacks in a Month’s Time
Top 3 things to Consider When Choosing Your CRM Solution
Client Reporting Case Study
Cyber Attacks: Lessons Learned
Monthly Trivia Question – July 4th & the Declaration of Independence

June 26, 2017

Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.

May 5, 2017

Datto surveyed 1,100 MSPs about ransomware and cybersecurity and published the key findings in this
report. We aim to provide the Channel perspective on this growing epidemic and highlight the current
prevalence of the malware, its behavior, its target, and its impact within the global small business community.
In the end, we’ll provide best practices and solutions for businesses looking to ensure total data protection,
business continuity and disaster recovery.

April 25, 2017

Birst provides Infor a single, elegant platform to render insights, discovery, correlations, and predictive analytics in a highly consumable user interface.

April 5, 2017

CRM for Investment Advisors, Wealth Mgrs, & Family Offices Grow Assets, Not Overhead New eBook | Read it now › Better Client Service for More Clients with the Same Staff 15 years of providing CRM solutions integrated with Portfolio Accounting & Trading systems has taught us a lot of valuable lessons, interesting that many lessons…

November 8, 2016

Infor Customer Experience Suite Acknowledged for Usability, Ease of Integration and Industry-Specific Capabilities. Nucleus Research placed vendors in the Leader category by looking at advances in usability and functionality in three core pillars of CRM: sales, marketing and customer service. Leaders in the Matrix are not only delivering mobile and analytics capabilities, but advancing usability…

June 22, 2016

Like lions picking off the weakest gazelles in a herd, hackers are compromising weak systems in order to obtain passwords and then using those passwords in an attempt to access more secure systems.
Ken Rode, Dir of IT Services at UNAPEN, explains how these multi-stage cyber attacks are structured and the top 3 ways to prevent them from happening to your business.

June 10, 2016

UNAPEN and Datto team up to help businesses avoid Ransomware by proactively protecting systems with security patches, email filtering, data backup, disaster recovery and cyber security via ITComplete, ITComplete DataSafe and ITComplete NetScan.

May 31, 2016

Welcome to the UNAPEN Newsletter – May 2016, In This Edition: • Who’s Decoding the Body? Gamers are! • Short Passwords Lead to Millions of Compromised Accounts • Experts Predict the Future of Data Analytics & Visualization
• Anbot, the World’s First Armed Police Robot (Video) and Much More!

February 25, 2015

Savvy asset mgmt. firms are finding better IT providers that specialize in Financial Services, and technology allows them to look across a broader geographical area for those providers. UNAPEN ITComplete blends extensive IT knowledge with experience in Financial Services.

May 15, 2014

Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible! ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN.

May 13, 2014

ClientLogix CRM – the enterprise CRM solution for investment and wealth management – is now inside Microsoft Outlook. The new Xbar from SalesLogix instantly displays key information, activities and opportunities for that contact stored in ClientLogix. – See more at: http://social.swiftpage.com/press-release/xbar#sthash.lk7JI2G9.dpuf

August 27, 2013 No comments exist

Never have to say “Sorry, We’re Closed!“ Learn how the ITComplete DATASAFE data back-up and disaster recovery solution from UNAPEN can keep your firm resilient in the face of adversity.

Our proactive approach to providing Business Continuity solutions means that we don’t wait for something to go wrong, we work closely with you to plan out a multi-layered strategy that continuously protects your firm, your clients and your budget.

May 4, 2006 No comments exist

UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).