Business Continuity planning in Financial Services is evolving as the SEC proposes new rules for RIA firms. Many RIAs have taken shortcuts in this area due to budgetary constraints, but new advances in technology have created an affordable pathway for firms to meet the challenge.
Tag: Registered Investment Advisors
Free eBook on how RIAs, Non-Profits and others can avoid downtime with effective BC planning. Additional advice and solutions for Cyber Security and Affordable Fixed-Cost Outsourced IT solutions also provided by UNAPEN.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.