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Ricoh unveils new cloud-based printing service
Posted September 23, 2013In an increasingly bring-your-own-device (BYOD) world where employees are using personal smart phones or tablets for work, the simple act of printing can be frustrating for workers and burdensome for […] -
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Variable Annuity Firms Transforming Communications
Posted September 20, 2013According to Broadridge, the number of variable annuity (VA) investment options has increased significantly over the last several years. Current approaches to VA compliance communications have posed challenges for both […] -
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Primary Mortgage Servicers Strive to Comply with New Regulations
Posted July 18, 2013J.D. Power Reports: Overall Satisfaction Substantially Increases Year over Year, as Performance at Large National Servicers Improves New business practices instituted in the wake of nationwide reforms appear to be contributing […] -
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FINRA Spot-Check of Social Media Communications
Posted June 25, 2013The Financial Industry Regulatory Authority (FINRA) has sent Targeted Examination Letters to member firms regarding spot checks on their use of social media (see letter below). Financial institutions use social media […] -
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Pershing and BNY Mellon Reorganize around HNW Customer Needs
Posted May 17, 2013Pershing and BNY Mellon Combine Bank and Brokerage Custody into a Single Service Offering Service to benefit advisors serving ultra high-net-worth investors On May 16 Pershing LLC, a BNY Mellon […] -
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Healthcare engagement, Appointment Reminders and Google Now
Posted May 16, 2013Solutionreach and Google that Streamlines Patient Scheduling Solutionreach, a leader in patient engagement software for the healthcare industry, announced that their appointment reminders will now be available in Google Now. […] -
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Cogent Retirement Planscape 2013 Released
Posted May 13, 2013Nearly two-thirds (63%) of DC plan sponsors are using social media as a regular source of information for 401(k) plans and the providers that serve this market according to Cogent Research. […] -
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The Realities of Online Personalization
Posted April 25, 2013Providing personalized online customer experiences is seen as vital for business performance but most marketers are stuck in the slow lane when it comes to delivering. This was among the key findings […] -
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Northwestern Mutual 2013 Planning and Progress Study Available Now
Posted April 23, 2013Americans Choose Long-Term Financial Planning Over Immediate Financial Gains According to Northwestern Mutual’s 2013 Planning & Progress Study, three quarters of American investors prioritize long-term planning over short-term performance, and one-third […]