Vendor A with fancy E-sign, Vendor B for Doc Storage, Vendor C for Back Office, Vendor D for something else…list goes on and on!!
Don’t run your brokerage information business in fragments or it could be an economic failure.
Many brokers have taken definitive steps to modernize by integrating their transactional and financial systems on the CLOUD for single entry, competitive advantage, information transparency, and analytics.
Check out the latest wave of brokers who are doing it with success.
Call us and we can discuss ways you can transit out of broken information “silos” for better risk and financial management.