Welcome to the February Issue of ActiFi's People, Process, and Technology newsletter. Each issue features stories, news items, and ideas to help financial advisors improve their business. Please share this E-Newsletter with colleagues and friends.
Table of Contents
ActiFi in the News
Back from the FSI Conference
News You Can Use
ActiFi Blog
Should You Move Your Business to the Cloud?
Web Resource of the Month
ActiFi in the News
Financial Planning Association and ActiFi Unveil CRM Research
FPA and ActiFi today unveiled a major research study on customer relationship management. The 85 page comparative analysis of CRM packages available to the advisory market titled "FPA-Actifi Adviser Technology Reports: CRM Edition," is being published by FPA Press. "We conducted this CRM study to give advisers an easy-to-use guide to help them make smart software decisions to improve their work flow, increase profits and advance their business," said Marv Tuttle, executive director and chief executive of the FPA.
Read the announcement article in Investment News...
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Back from the FSI Conference
If you didn't have a chance to make the Financial Services Institute Conference in New Orleans, it was a great program. We shared some of our software solutions including:
These three programs are helping financial institutions provide a level of business-building value unprecedented in the financial services industry. If you'd like to schedule a personal demo, please contact Tom Rozman at trozman@actifi.com or 763.746.1296
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News You Can Use
Social Networking - 10 Things Advisors Ought to Know
Social networking is a hot topic right now. Can adivsors even participate? This Investment News article lists ten things advisers should consider when posting information on social networking sites. Read the article...
FINRA Issues Social Networking Guidance
FINRA recently issued social networking guidelines in a Q & A format. They are meant to help clarify a firms' responsibility to ensure that recommendations are suitable and clients are not misled. Download the Guidelines...
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ActiFi Blog Post
ActiFi's Jeff Haines talks about how the number of financial advisors going independent is still growing, but how Congress might change the playing field. Read more...
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Should You Move Your Business to the Cloud?
For some people, Cloud Computing instantly raises concerns about security and reliability. Even though Cloud Computing has its shortcomings, moving to the Cloud can cut costs and improve efficiencies. This article discusses some things you need to know about Cloud Computing: what it is, pros and cons, suggested services, and tips for applying it to your business. Read more...
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Web Resource of the Month
Seven Tools to Get News and Trends From the Real-Time Web
As the Web is moving more real time, with users updating information constantly, these tools will help you stay on top of what's important, and what people are saying. Get an overview of the real time web from the user experience perspective. Read more...
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Please contact us if you have any questions or need additional information about ActiFi.
