Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

Building a robust and efficient tech stack, the collection of software tools and applications a company uses to manage its operations, is a critical task for any business. When well-constructed, a ...

As businesses expand their tech stacks, the mounting complexity that comes with it becomes more of a hindrance than a help. Tools meant to enhance productivity are often overwhelming, with the average ...

Tech leadership should always take a practical and data-driven approach for the process of refreshing their tools strategically. Here’s what you need to know. The Fast Company Executive Board is a ...

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos. This transcript was prepared by a transcription ...

Data fragmentation risks. Disconnected CX technology leads to fragmented customer experiences. Centralizing data is key to delivering consistent, unified service. Technology alignment matters.

A critical layer of my life stack is sleep. I treat it like a strategic meeting with myself—non-negotiable, protected, and ...