UNAPEN’s Joan Walker talks about the difference between CRM and Change Risk Mgmt for asset mgrs in Financial Services.
Month: May 2017
Check out the May 2017 UNAPEN Newsletter!
Personally, it amazes me that cyber attacks like WannaCry are even still an issue for any reputable company as the protections are reasonably affordable and are essentially a baseline that any firm should have.
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.
CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.