Machine learning is increasingly being used to supplement human interaction with large volumes of financial documents due to its ability to analyze vast amounts of data quickly and accurately. Financial documents contain a wealth of information, and manually processing this information can be time-consuming, error-prone, and costly. Machine learning can automate many of the tasks involved in financial document processing, … Read More
Avoid Technical Debt
I. Introduction A Definition of Technical Debt Technical debt refers to the cost of maintaining a software system due to quick-and-dirty design decisions or a deliberate choice to postpone technical improvements in favor of delivering new features faster. Over time, the accumulation of technical debt increases the complexity of the codebase, making it more difficult and time-consuming to implement new … Read More
Using first priciples brainstorming to design new system features
In today’s fast-paced technology landscape, having the ability to come up with new and innovative features for IT systems is crucial for success. Brainstorming is a key tool for generating new ideas, but it can be challenging to come up with truly innovative solutions. That’s where the power of first principles thinking comes in. By breaking down complex problems into … Read More
In the finance sector? Start automating now.
Automation in the finance sector can bring numerous benefits, including increased efficiency, reduced errors and costs, and improved compliance and risk management. One of the primary reasons to automate in the finance sector is to increase efficiency. Automation can help to streamline processes and eliminate manual tasks, freeing up time for more value-added activities. This can help finance teams to … Read More
Task management through a properly setup CRM
Are you tired of wasting time on repetitive tasks, struggling to keep track of customer interactions, or struggling to collaborate with your team? A CRM system can help you solve these problems and enhance productivity in your business. With a CRM system, you can automate many tasks, such as sending follow-up emails, scheduling appointments, or updating customer records. This frees … Read More
10 points why it is better manage large amount of tasks with a CRM
Are you tired of struggling to manage tasks and projects using email or spreadsheets? It’s time to upgrade to a CRM system! Our CRM system is designed specifically for task and project management, and it comes with a range of features and benefits that will help you streamline your workflow, improve collaboration and communication, and achieve better results. With our … Read More
10 Policies and Procedures to look out for in using a CRM
Are you looking to take your financial firm to the next level with a powerful CRM system? Our CRM system is designed specifically for the financial sector, and it comes with a set of best practices policies and procedures that will help you get the most out of your investment. With our CRM policies and procedures in place, you’ll be … Read More
Tired of manual billing, get a CRM!
Are you tired of managing billing manually? Do you want to improve the accuracy and efficiency of your billing process? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. With a CRM, you can centralize all of your customer information in one place, making it easy to access and update billing details as … Read More
Use CRM for a finance related company delivering services
Are you tired of managing customer relationships manually? Do you want to streamline your internal processes and improve your sales and marketing efforts? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. A CRM can help you to centralize all of your customer information in one place, making it easy for your team … Read More
Why use a CRM in stead of Email? 10 Points
Are you tired of managing customer relationships through email? Do you find it challenging to keep track of customer interactions and communication? If so, a customer relationship management (CRM) system may be the solution you’ve been looking for. With a CRM, you can centralize all of your customer information in one place, making it easy for your team to access … Read More
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