Tag: M365

October 29, 2021 David Gemma

Financial Services & Technology News for October 2021
– Franklin Templeton on M365 & Power BI,
– What Sets 10% of the Top 100 Financial Advisory Firms Apart,
– eBook: Protecting Data from Insider Risk,
– One-Handed Phone Tools & Tricks
– How can Advisors Simplify the Daily Challenges of Client Relationship & Business Mgmt?
– Video: Affinity™ Data Repository for Advisors

June 30, 2021 David Gemma

Financial Services & Technology News for June 2021
MS 365 & Azure – AXA Group Accelerates Digital Transformation with Microsoft Cloud
Solution – UNAPEN NetScan Cyber Security Suite Protects Your Firm from Inside & Outside Risk
Financial Crime – A Tough Balancing Act between Compliance and Client Service
Aero Tech – Check out this Nose-to-Tail Tour of the World’s Largest 747 Private Flying Mansion!!
Product Spotlight – Advent Axys & APX Users Now have a Choice for Automated Pricing & Reference Data!
China Tech Funds – The Rise of China Tech Evidenced by Strong Fund Flows
Cyber Security – Vishing: 7 Ways to Spot & Stop Phone Call Attacks & Scams
Monthly Trivia – Elon Musk: SNL, Tesla, SpaceX, Robotics, AI, Prosthetics, Tunnels, Solar, Crypto