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Dreamforce

Daniel Rodriguez
Written by Daniel Rodriguez December 4, 2013

While many SF admins weren

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Sales Enablement
Roundtable Showcases Seismic As A Multifaceted Solution

Roundtable Showcases Seismic As A Multifaceted Solution

Daniel Rodriguez
Written by Daniel Rodriguez December 3, 2013

What happens when you organize a roundtable with representatives from Bank of America, Chubb, Zurich, Wells Fargo, NASDAQ and Intel? Bright people get on the same page to discuss industry-wide challenges and board-level topics.

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Seismic News
3 Issues With iOS 7: What Financial Advisors Should Know

3 Issues With iOS 7: What Financial Advisors Should Know

ecalnan
Written by ecalnan December 3, 2013

When Apple debuted iOS 7 in September, everyone from financial advisors to small business owners was excited to see what the company had to offer. However, iOS 7 received mixed reviews, especially among iPad users.

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Technology & Data

Google Plus Can Be A Financial Advisor

Daniel Rodriguez
Written by Daniel Rodriguez December 2, 2013

Google Plus gives users another platform to showcase everything they have to offer to potential clients. Furthermore, financial advisors are provided with more opportunities to maintain relationships with existing customers.

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Marketing Performance
3 Hot Technology Tips To Share Over Thanksgiving Dinner

3 Hot Technology Tips To Share Over Thanksgiving Dinner

Daniel Rodriguez
Written by Daniel Rodriguez November 27, 2013

Whether it

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Technology & Data
The Weekly CIO Digest: Top Issues Plaguing The Insurance CIO

The Weekly CIO Digest: Top Issues Plaguing The Insurance CIO

Daniel Rodriguez
Written by Daniel Rodriguez November 27, 2013

Nobody knows the issues plaguing insurance CIOs more than the professionals themselves. Although the industry is constantly evolving, it appears that certain problems are constant.

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Other Industries, Technology & Data
Canadian Wealth Management Firms To Deliver Fund Facts More Quickly

Canadian Wealth Management Firms To Deliver Fund Facts More Quickly

ecalnan
Written by ecalnan November 22, 2013

The second phase of the Point Of Sale Project spearheaded by the CSA will change the way that wealth management firms disclose information on recent fund purchases, but is everyone ready for the two-day turnaround being asked of them?

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Wealth Management
GameStop CMO Ashley Sheetz Plays Hard During The Off-Season

GameStop CMO Ashley Sheetz Plays Hard During The Off-Season

Daniel Rodriguez
Written by Daniel Rodriguez November 21, 2013

Whether you

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Marketing Performance
LinkedIn Showcase Pages Tailor Content To Companies

LinkedIn Showcase Pages Tailor Content To Companies

Daniel Rodriguez
Written by Daniel Rodriguez November 21, 2013

Recently, LinkedIn announced the development of Showcase Pages, which allow large companies to tailor the right content to the right audiences. In a nutshell, this means that everything from wealth management firms to software companies can create pages that are dedicated to specific areas of their business.

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Marketing Performance
3 Compliancy Tips For Your Wealth Management Firm

3 Compliancy Tips For Your Wealth Management Firm

Daniel Rodriguez
Written by Daniel Rodriguez November 20, 2013

Whether your firm will primarily be using LinkedIn or a slew of social media websites, it

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Marketing Performance