Yearly Archives: 2012

Investment Advisor Website Redesign

Integrating web development with media creation for increased client engagement

Few would debate the notion that we live in a media-driven world today. So when one of our clients approached us to discuss options to redeploy the firm’s website, the topic at the top of our list was media generation. …

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Inbound Marketing for RIAs

Leverage the power of online search

The global marketing landscape is quietly undergoing a significant transformation due to recent technological trends. We believe this transformation will mandate a paradigm shift be embraced by your firm with respect to its marketing efforts if your firm desires to …

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A Fully Customized CRM Platform

We provide our client with a more user friendly option

We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it was riddled with idiosyncrasies that limited the product’s initial appeal. But the idea of a customizable CRM package operated entirely within Microsoft Outlook was good …

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Web Development and Regulatory Aspects

Part III in a series analyzing social media and RIAs

In Part I, we discussed some of the perils of social media use relative to the RIA business model. But, we also identified two legitimate uses, in our opinion, of social media for RIAs – content distribution and social …

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Content Distribution and Social Media

Part II in a series analyzing social media and RIAs

In Part I of this topic, we identified the two best uses, in our opinion, of the social media explosion that RIAs should leverage right now. We believe RIAs should (1) exploit the segregative nature of social media for the

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Social Media for RIAs

Part I of III in a comprehensive analysis series

The topic of social media use by the registered investment advisory community, including the how, where, why and when, merits a pretty thorough discussion; and it is one which we have been really excited to share with the community. Because …

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When Mayhem Strikes

The importance of having a proven DR plan in place

When I received a call from one of our clients today regarding missing data, I was reminded of that insurance company’s series of commercials where the actor represents the embodiment of mayhem. During the hectic nature of quarter-end reporting and …

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