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Posting from the Sawtooth Software Analytics & Insights Summit, where I learned I can program a MaxDiff survey (with shocking ease) on their Discover platform. If you have 5 minutes, please take my survey on LinkedIn posts, and maybe I'll get enough responses to post the data so we can all learn how to optimize engagement 😄 https://lnkd.in/dxCGaDpt
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Interesting slide by Daniel Russell at Simplybiz at the #MMInteractive24 event. 12 systems to use is a lot, especially 12 disjointed and, in some cases, antiquated systems. I heard numerous panellists discuss how some of the wealth management platforms/systems were built 20+ years ago, and now are just impossible to integrate and develop. No wonder advisers can only spend 35% of their time with clients... At Otto we tackle this directly for advisers; 1) On one platform, Otto replaces, in some cases, 5 different tools advisers use (that's also 5 subscriptions) 2) Our focus is productivity; we summarise meetings, generate reports, and write your emails (on day 1, advisers get hours of time back with Otto) 3) We actually host (and schedule) your client meetings for you...every single client interaction you have can be triggered, held and tracked by Otto (and as a nice touch, we document them in a #consumerduty friendly way)
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As we wrap up the first full week of 2025, we’re excited to continue helping our clients navigate compliance with innovative solutions and unmatched expertise. Here’s to new opportunities, continued growth, and achieving great things together this year! 🥂 #ComplianceFirst #BusinessGrowth #RegulatoryInsights #ProfessionalNetworking #ComplianceSolutions #StayCompliant #HappyNewYear #CardCompliant #NewYearNewGoals #ComplianceSolutions
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As it's the start of Stress Awareness Week (4-8 November), we thought it's a good time to mention how our support teams ensure a smooth user experience, taking the stress away from our subscribers. At Panacea Software, we prioritise subscriber support by offering dedicated assistance for all queries, big or small. Our team is here to help you promptly, ensuring that your needs are addressed efficiently and effectively. We're always listening to your suggestions and implementing changes to enhance the functionality of our software, so every client benefits from bespoke software, tailored to their needs. By streamlining processes, maximising efficiency and ultimately reducing stress all round, our clients can direct their valuable time towards more important matters. Rachel Wynne Kate Maguire Lauren Teather Martin Mills #stressawarenessweek #smoothuserexperience #dedicatedassistance #streamlineprocesses #subscribersupport #decicatedassistance
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Unlock the power of real-time data with NoteActive's user dashboard. Monitor operations, manage risks, and achieve your goals with instant access to all your journal entries. 📊 #DataManagement #RealTimeAccess #NoteActive
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Let us help you in this new year. Check out one of our software solutions to make things easier
Year-end can feel overwhelming with closings, client coordination, and prepping for the new year. But you don’t have to do it alone. At AccuTitle, we provide tools to keep your work streamlined, efficient, and accurate—especially during the busiest season. Automate tasks, ensure compliance, and reduce errors so you can focus on delivering exceptional service. Let’s make 2025 the year of streamlined workflows and peace of mind. What’s on your title team’s wish list? Book a demo today: https://lnkd.in/e8MwMv-6 #StreamlinedProcesses #EfficientClosings #TitleProfessionals #SmartSolutions
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Newsflash: our customers reached $11 billion in event revenue in 2023, boasting a phenomenal 14% year-over-year growth! 📈 Need to unlock the secrets behind this incredible growth? 💡 Book a demo today to discover how our innovative software streamlines event operations, enhances efficiency and maximizes revenue generation. #EventManagement #EventRevenue #VenueSuccess #MakeItMomentus
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Newsflash: our customers reached $11 billion in event revenue in 2023, boasting a phenomenal 14% year-over-year growth! 📈 Need to unlock the secrets behind this incredible growth? 💡 Book a demo today to discover how our innovative software streamlines event operations, enhances efficiency and maximizes revenue generation. #EventManagement #EventRevenue #VenueSuccess #MakeItMomentus
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Senior Client Director at (Auth0) Okta, where we continue to build a world where identity belongs to you.
Newsflash: our customers reached $11 billion in event revenue in 2023, boasting a phenomenal 14% year-over-year growth! 📈 Need to unlock the secrets behind this incredible growth? 💡 Book a demo today to discover how our innovative software streamlines event operations, enhances efficiency and maximizes revenue generation. #EventManagement #EventRevenue #VenueSuccess #MakeItMomentus
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Problem Solver for SaaS Spend Management | Trusted Advisor | Strategic Sourcing | Contract Lifecycle | Complex Business Challenges | Girl Dad |
Newsflash: our customers reached $11 billion in event revenue in 2023, boasting a phenomenal 14% year-over-year growth! 📈 Need to unlock the secrets behind this incredible growth? 💡 Book a demo today to discover how our innovative software streamlines event operations, enhances efficiency and maximizes revenue generation. #EventManagement #EventRevenue #VenueSuccess #MakeItMomentus
