Archive for the ‘ data warehouse 3.0 ’ Category

How to retain next generation clients?

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Many advisors are facing the issue of losing businesses from their clients’ heirs. Find out how advisors can keep the heirs as their future clients by clicking on the image.

Is your website mobile-friendly?

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Did you know? Google’s newest search algorithm emphasizes heavily on the user’s experience so being mobile friendly is the way to capture its heart. Learn more by clicking on the image.

Tales from the Digital Experience Frontier

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The focus of InvestCloud’s 2nd annual User Conference was on the “Digital Experience”. InvestCloud team members spoke about Fulfillment, Function, and Form, and demonstrated the various applets through the theme of Lego building blocks. Everything was awesome! Read more by clicking on image.