🔵🟡 How well does your tech stack support your client journey? Lian Brown from One Four Nine Group explains why system integration matters for delivering standout client service, and why high quality data is essential when acquiring a business. Watch episode 2, part 2 of our vodcast to learn more: 🎥 https://okt.to/uh1Osc

🔍 How do you evaluate your data quality? Lian Brown from One Four Nine explains why high-quality data is essential when acquiring advice businesses, and how intelliflo office supports her in maintaining data integrity from day one. Watch episode 2, part 2 of our vodcast series to understand: 💡 How better data means smarter decisions and smoother integrations. 🎥 Plus, hear how system integrations play a key role in driving efficiency 👉 https://okt.to/ru2jts

Advisors who prioritize relationships over efficiency consistently see stronger growth and loyalty. Michael Kitces & Carl Richards explain why advisors and wealth management firms that leverage technology to build stronger client connections see higher growth, more referrals, and lasting loyalty. It’s the same advisor philosophy Clariata is built on. #WealthActivation #FinancialAdvisor #AdvisorGrowth #ClientExperience #RIA #FinancialPlanning #AdvisorTech #FinancialServices #WealthAdvisors

In our latest What’s on Dec? episode, Will Harnett, Head of Product Strategy at Send Technology, explains how the evolution to underwriting workbenches helps underwriters move from unstructured data to a fully connected, insight-driven workflow. He rounds out the discussion by exploring how speed to quote and intelligent quoting are transforming efficiency and collaboration between brokers and carriers. 🎧 Tune in for the full episode, sponsored by AM Best: https://buff.ly/OPnEHQV

What’s the benefit of working with a global systems integrator that also has a local presence? 🌎 Listen in as we break down how responsiveness plays a key role in total cost of ownership and why being local makes all the difference for long-term success. Big ideas in under a minute ⏱️ Tap into our YouTube Shorts for quick tips and fresh perspectives from our team: https://lnkd.in/gk7PN7Z6

Switching to Intercom doesn’t have to be stressful. Whether you’re moving from another help desk, merging multiple accounts, or upgrading your support setup, Help Desk Migration makes importing your data effortless, accurate, and secure. What You Can Move⚡ Our tool handles all your critical Intercom records: ✅ Help Desk: Agents, users & leads, companies, tickets, conversations ✅ Ticket Fields: Subject, status, priority, attachments, call recordings, comments, custom fields ✅ Knowledge Base: Collections, articles, translations, redirects, cross-links ✅ Custom Objects: Assets, warranties, and non-standard records, all relationships intact Everything is transferred with zero downtime, so your support workflow remains uninterrupted. 👉 Start your migration today: https://buff.ly/1zgDSWH

With manual tasks undermining the guest experience, operators are turning to automation and outsourcing to boost efficiency and reinvest in their teams. Learn more: https://ow.ly/QZeA50WCUlI

With manual tasks undermining the guest experience, operators are turning to automation and outsourcing to boost efficiency and reinvest in their teams. Learn more: https://ow.ly/QZeA50WCUlI

With manual tasks undermining the guest experience, operators are turning to automation and outsourcing to boost efficiency and reinvest in their teams. Learn more: https://ow.ly/QZeA50WCUlI

Bridging the Communication Gap When seconds count, communication can't be a guessing game. A critical incident unfolds in real-time, demanding immediate and precise communication between the control room and field responders. But how can field teams act confidently if the control room's understanding is fractured? Liquid360 provides a single, shared operational picture that simplifies communication, eliminating ambiguity and empowering responders with real-time, accurate intelligence to perform their duties safely and effectively. #CrisisCommunication #ResponderSafety #UnifiedOperations #EmergencyManagement