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.
This is an excellent article about the misunderstood role of the COO, the Chief Operating Officer, by Harvard Business Review. Not only is it a great read for anyone in the role of Operations ManagerDirector... Read More
Successful financial advisory firms and RIAs are always looking for ways to enhance the client experience, and a document management system (DMS) can help you do just that. Timely responsiveness to client requests can position... Read More
If you work for a financial advisory firm, you know that managing, storing and finding documents can be a challenge. Even if you have your documents in digital form — but in a traditional folder... Read More
Have you ever spent hours looking for a file requested by a regulatory agency? If so, you aren’t alone. As the regulatory and compliance landscape continues to evolve, the number of requirements imposed on financial... Read More
After speaking with an advisory firm whose management team requires employees to change certain passwords every three months, I was inspired to help firms establish practical and sane password policies. While password *strength* is vital... Read More