Is your current CRM system holding your financial services firm back? In today’s fast-paced world, outdated CRM solutions like Microsoft Dynamics or older Salesforce versions may not cut it. Many firms are unaware of how these clunky systems hinder their progress. This article delves into these challenges and presents Salesforce Financial Services Cloud (FSC) as a game-changing solution. Limitations of
The Equal Employment Opportunity Commission (EEOC) has recently experienced significant changes in its policies related to transgender discrimination cases. These changes have sparked considerable debate and concern regarding how transgender and gender non-conforming individuals will be affected. A notable shift stems from an executive order issued by former President Donald Trump on January 20, mandating the official recognition of only
On November 12, 2024, Singapore’s Parliament introduced the Workplace Fairness Bill, a legislative milestone set to enhance protections for employees against workplace discrimination and establish equitable employment practices. This ambitious legislative move, passed in early January, marks the first part of a two-bill initiative expected to take effect in 2026 or 2027. The newly introduced bill aims to target all
The transformative power of artificial intelligence (AI) in the realm of sales is opening up new avenues for productivity and efficiency, particularly for small businesses looking to maximize their resources. Pipedrive, a sales Customer Relationship Management (CRM) platform specifically designed for small enterprises, has recently released a detailed report documenting how AI is reshaping the sales landscape. By handling administrative
In the ever-evolving world of financial technology, Wealthbox, the highest-rated CRM software for financial advisors, has made a significant move by entering into a new enterprise CRM agreement with Perennial Financial Services. Perennial, recognized as one of the fastest-growing Hybrid RIA firms at LPL Financial over the past four years based on net new asset growth, stands to benefit greatly
Advisor360° has launched an innovative CRM solution named Tandem, specifically tailored for independent registered investment advisors (RIAs) looking to enhance their operational efficiency and client interactions. This state-of-the-art platform offers a variety of unique features, including an advanced reporting engine, secure document management vault, financial planning integrations, and a client-facing portal. The cloud-based solution is designed to automate financial workflows,
In today’s professional environment, women continue to face various challenges that are deeply rooted in systemic biases and societal expectations. Despite significant progress toward gender equality, the repercussions that women encounter for their mistakes still disproportionately affect them compared to their male counterparts. This article delves into the underlying gender stereotypes and biases that hinder women’s professional growth and offers
Supporting female employees, particularly those with caregiving responsibilities, is imperative to minimize the gender imbalance in workplaces. Coinciding with International Women’s Day and the UK deadlines for Gender Pay Gap reporting, it’s clear that the return to office impacts women disproportionately. Research highlights the high stress levels experienced by working parents and caregivers, especially among women. Bright Horizons’ Modern Families
In today’s fast-paced business environment, efficient payroll management is not just about ensuring that employees get paid on time, but also about leveraging streamlined processes to improve overall business operations. Financial stability and employee satisfaction hang in the balance, making it imperative for businesses to adopt modern, automated payroll systems. These systems can handle comprehensive payroll tasks, thus minimizing errors
In contemporary workplaces, a persistent gender gap continues to undermine the professional experiences and advancements of women compared to their male counterparts, illustrated clearly by significant disparities in pay, promotions, mentorship, and overall company culture support. 51% of whom are women, only 36% of women feel empowered to perform at their best in their workplaces, and a mere 28% feel
The recent ruling by the Netherlands Institute for Human Rights has revealed significant biases in Meta’s job advertisement algorithm, which discriminates against users based on gender. This discriminatory practice, by displaying specific job ads to particular genders, perpetuates harmful stereotypes, marking a substantial regression in the global fight for gender equality. Findings of the Human Rights Body Gender Stereotypes in
Despite the rigorous frameworks set in place and the commitments made by various companies towards Environmental, Social, and Governance (ESG) initiatives, a significant problem continues to plague Hong Kong workplaces. The issue of sexual harassment remains underreported, raising substantial concern on recent findings by a joint poll conducted by the Democratic Alliance for the Betterment and Progress of Hong Kong
