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March 17, 2014

ByAllAccounts Webinar – The Latest in Disaster Recovery Solutions

Spotlight on UNAPEN ITComplete DATASAFE solution

Presentation by David Gemma and Ken Rode of UNAPEN, Inc. – the evolution of technology over the past several decades leads us to today’s highly scalable and affordable solutions for Disaster Recovery.Click here for our webinar – “The Latest in Disaster Recovery Solutions”Posted by David Gemma – Connect with David on Google+  
October 7, 2013

Complimentary 45-min Webinar: Exclusive Survey of Wealthy Consumers

Advisors must follow wealthy consumer trends in order to make deep connections. Here’s how:

October 15th, 2:00 PM EST   Sign up here today  

Presented by:

Stephen Kraus, VP, Chief Insights Officer, Audience Measurement Group, Ipsos MediaCT, and the author of three books on affluence in America.

Get a sneak-peak of the Ipsos Affluent Survey USA, the definitive source of information on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income.  This annual survey is now in its 37th year. (more…)

August 27, 2013

Complimentary 30-min Webinar: ITComplete DATASAFE

Learn About the Latest in Disaster Recovery Solutions for Financial Services

September 19th, 2 PM EST    Sign Up Here Today

Presented by:
David Gemma, Chief Marketing Officer, UNAPEN, Inc. and Ken Rode, Director of IT Services, UNAPEN, Inc.

As network environments, regulatory mandates and external threats all increase in scope and complexity, the need for layered IT solutions has never been more urgent. Without comprehensive, integrated and proactive approaches to security, efficiency and compliance, managers are leaving their systems virtually unguarded and increasingly subject to plunder.

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. (more…)

August 15, 2013

Announcing the Newest CRM Release – ClientLogix v.5

Rollout of ClientLogix 5.0

The release of ClientLogix 5.0 powered by latest  8.0 version of Saleslogix has been very exciting and well received by new clients as well as those existing asset managers that have begun upgrading. As Application Services Manager, I am directly responsible for overseeing, implementing and enhancing the ClientLogix product to not only service the Investment Industry but also take full advantage of the core benefits that the underlying Saleslogix platform has to offer.

Hybrid Implementation – LAN, Web & Mobile

Over the past year, Swiftpage has heavily focused efforts on bringing the Saleslogix Web and Mobile platforms to the next level, allowing users more options than ever to access data in real time – from anywhere at any time.

In turn, ClientLogix is rewarding users with (more…)

July 22, 2013

Complimentary Whitepaper – The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know

The Data Automation Imperative – 10 Solid Gold Tips for Keeping Management, Operations and Compliance In the Know

Interview with David Gemma, Managing Director at UNAPEN, Inc.

 

Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.

Find out more about:

• How to identify the weak points in your firm’s data flow
• Where “push-pull” automation can do the most good at your firm
• What it can cost your firm if you do NOT fully automate
• The link between automation and quality client service
• How to turn data into “solid gold” for your management team

Download the complimentary whitepaper here.

 

David Gemma is a Managing Director and CMO at UNAPEN, Inc.   (What’s a UNAPEN?)

 Posted by David Gemma – Connect with David on Google+

 

 

June 17, 2013

UNAPEN Warning to our Financial Services Clients and the Industry at Large

UNAPEN Warning:

Hackers using stolen AOL and Gmail info to send seemingly legitimate wire transfer requests to financial services firms is on the rise.

Increased Hacker Activity – Wire Transfer Requests

It is very common to see spam and other messages that appear to come from friends and we are all used to that.  However, over the past several months we have seen an increasing number of AOL, Gmail and other “free” accounts being hacked for more direct profit. (more…)

June 3, 2013

Business Continuity Webinar – ITComplete DATASAFE this Thursday June 6, 2013

ITComplete DATASAFE

UNAPEN is hosting a webinar on our Disaster Recovery/Business Continuity solution ITComplete DATASAFE this Thursday June 6th 11:00-12:00 EST.

Join us to learn about how we can protect your data with automated onsite and offsite backups, and provide access to that data even when your systems are down! (more…)

August 17, 2012

UNAPEN Receives 2012 Best of Madison Award (Press Release)

Press Release

FOR IMMEDIATE RELEASE

UNAPEN, Inc Receives 2012 Best of Madison Award

Madison Award Program Honors the Achievement

MADISON, CT August 10, 2012 — UNAPEN, Inc has been selected for the 2012 Best of Madison Award in the Systems Integration Services category by the Madison Award Program.

Each year, the Madison Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Madison area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2012 Madison Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Madison Award Program and data provided by third parties.

About Madison Award Program

The Madison Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Madison area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Madison Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

SOURCE: Madison Award Program

CONTACT:
Madison Award Program
Email: PublicRelations@awardprogram.org
URL: http://www.awardprogram.org

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Posted by David Gemma – Connect with David on Google+