Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.
Let’s start by defining core values as being the foundation for any business, a measurement of how we are performing and conducting ourselves. No matter what is happening inside or outside the company, we understand... Read More
When a firm is really pressed – when people can’t keep up with their work, do you use technology or hire more people to address the issue? This is a question every firm faces, no... Read More
Over the last few years, we have seen new trends* emerging with RIAs when considering switching to a new CRM: they are considering document management software simultaneously. When Trumpet first started, we used to encourage... Read More
CRM (Customer Relationship Management) is a term that refers to the practices, strategies, and technology a firm uses to organize, manage and analyze your client data throughout the client relationship. What does that mean? It... Read More
At Trumpet, my role is as an advisor to our clients, which includes assisting firms with adopting new technology. One of the things under this big umbrella of a job is to assist firms in... Read More