Formalize’s Post

OKAY YA'LL THIS IS A GOOD ONE TO BE EXCITED ABOUT (or at least I am!) We have been working hard at Orchestrate Technologies on ensuring we are continuing to add value to our solutions, which is why... We are excited to announce the launch of our brand-new Compliance-as-a-Service offering, complete with a customized dashboard to keep you on top of your game! Whether you’re a current client or considering joining us, get ready for some fantastic discounts rolling out soon! 🤑 Stay tuned for more details on how we can seamlessly integrate this powerful tool into your existing (or new!) account and make compliance a breeze. 👉 If you’re ready to simplify compliance and focus on what you do best, shoot me a message, and let's chat! #ComplianceAsAService #NewRelease #DashboardGoals #BusinessGrowth #StayTuned

Financial advisors who prioritize their clients’ financial goals and understand their values and aspirations have the highest levels of overall satisfaction. Embracing technology gives advisors a competitive advantage. Advisors who effectively educate clients on digital tools have twice as many referrals. Gateway by Mirador, Inc. is a digital platform that simplifies communication between financial advisors and their clients. With personalized features, a secure document vault, and transparency into workflows, Gateway enhances the client experience while exceeding industry security requirements. Learn more from the Barron's article below. #FinancialAdvisor #WealthTech #DigitalPlatform #WealthManagement

Your Digital Ally to Embark your Digital Transformation Journery! #ReallistApp #DigitalChecklist #QRChecklist #InspectionApp #ReallistTips

🚀 Embrace the future of business operations with Digital SOPs! Say goodbye to outdated binders and hello to streamlined success. Watch our latest video for insights on making the switch. #DigitalSOPs #BusinessEfficiency https://lnkd.in/eVi7P6ab

💡 The Importance of Synchronization in Business Operations In today's dynamic marketplace, every second counts. That's why synchronization is not just a luxury but a necessity for thriving businesses! Seamless Integration: Connect your tools and systems effortlessly, ensuring smooth operations and eliminating data silos. Time Optimization: Say goodbye to wasted hours on manual updates and data discrepancies. Synchronization streamlines processes, saving you precious time. Enhanced Productivity: By synchronizing workflows and systems, you'll witness a surge in productivity levels across your organization. Embrace synchronization and conquer new horizons! 🔗https://lnkd.in/eb5V_WNe #InServiSync #Synchronization #BusinessEfficiency

Data is only useful if it's properly categorized and easy to parse. Our investor profile feature takes all your customer information gathered through digital onboarding and organizes it neatly in a profile for easier and more efficient client management. Here is Mako's Product Manager and Designer, Heather Mazzonna, to further explain the strategic benefits of this feature:

Think about the time wasted on collecting data from various sources with numerous stakeholders, dealing with inappropriate forms, excessive messaging, and incomplete reporting. Consider the losses caused by the time needed to collect, record, reconcile, and verify the accuracy of the data. How much does all of this cost your organization? #Digitalization #TimeIsMoney

Slack’s AI, workflows and automation allow you to operate more effectively across your organization and with your external partners. Join our webinar on January 25 to learn why the most nimble banking, insurance and wealth management firms choose to invest in Slack alongside Salesforce. https://sforce.co/48gt7WN

A buzzing lunch time at the Elite Technology #VANTAGE2024 user conference! Ready to leverage more value from your data? Stop by the Katchr stand and discover the steps your firm should be taking to enhance firm-wide performance from profitability and fee-earner productivity to compliance matters and discovering new business opportunities. 🚀 #legaltech #managementinformation #businessintelligence

Transparency & Traceability are crucial in regulated industries. 🌍 All-in-one platforms offer enhanced visibility across your product lifecycle, ensuring compliance and informed decision-making. Learn more in the blog: #Compliance #RegulatoryStandards #Codebeamer