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Connect with our team at #LEXSUMMIT2024. Our Filevine evangelist and service delivery champion - Angelique Hart - will be available talk about how embracing a resiliency-focused strategy is your firm's ticket to successful Filevine adoption and continued success. Angelique and her team (including Ada in the 📺) are the difference makers! When we advocate for the advocates you get: - Reduced cost - Cadence and velocity - Data integrity Most importantly, we collaborate with the product, people, and your technology to guarantee that your firm's interests are heard, implementation goes smoothly, and your firm can say "we can work from anywhere" with confidence. #legaltech

Hoox allows financial marketers to more effectively manage card portfolios and engage with cardholders – here’s a quick look at our dashboard functionality.

Want to save time and boost efficiency with SuperStream Rollovers and Release Authority transactions? Join our webinar with Yvonne Toleafoa for an overview and tips on resolving common issues. Register here bit.ly/3VbF4aS

We're headed to WealthStack EDGE 2024! Stop by booth K25 at WealthStack’s EDGE Conference from May 13 – May 16 and learn more about the future of financial modeling. Want to learn more about Voyant before you join us? Sign up for a free trial to learn more about how Voyant can radically amplify your client engagement. Or, book a demo with our expert customer support team to learn more about all of our products and offerings. #WealthManagementEDGE #WealthStack #WMEDGE #WMEDGE2024

Do you love contract data as much as we do at Catylex? ❤️ From the very beginning we've been focused on extracting and optimizing contract data to help our customers understand the obligations and risks buried in their portfolios. This month our Chief Product Officer Jamie Wodetzki kicked off a series of posts highlighting the many reasons he loves contract data. In case you missed it, here's a quick recap of reasons #1-10. Don't miss out on more reasons to love contract data ➡️ follow #ilovecontractdata

If you missed any, here's a quick summary of the first 10 reasons to love contract data...

Easily identify the profit in your deals by viewing the days in stock, internal servicing costs and more with the DragonDMS Deal Analysis tool: https://lnkd.in/dN_PVdV

Stoked to share our latest case study with Knafs! Quick summary: 1) Over 60+ hours a month saved with luminous 2) True inventory visibility (after years on spreadsheets) 3) Finally have the tech stack they need to scale in a healthy way The Knafs team were drawing in spreadsheets and multiple softwares (sound familiar?) before jumping onto Luminous. I believe our proudest value to add outside of the software is our customer support. Josh Sanders was onsite with them for implementation, continues to help streamline their processes, and is a text away. The real MVP. Full case study is here: https://lnkd.in/ebU2CWQk

Ready to deep dive into real estate data? Become an investigator 🕵🏻 and track down even the hardest to find owners with DealMachine’s new tool! Join us LIVE April 9th at 8pm EST to learn how you can leverage it in your business and see our EXCLUSIVE deal only for live attendees. Click the link to save your spot! https://lnkd.in/ggBX2d3j #dealmachinelive #pitools #dealmachine #realestate #propertydata #contactdata

With Bud's Assess solution, Moneyboat are empowered with an accurate, data-driven view into their customer's financial situation. By leveraging real-time transactional data, we're able to provide a clear and concise breakdown of a customer's spending and accelerate application processing times. Read the case study ⬇️