Richard Serpa

Financial advisors and wealth managers here's one for you… Remember when enablement was just "that team handling sales decks"? Today's enablement teams are revolutionising how financial services deliver value, from streamlining compliance workflows to transforming client engagement strategies. With 87% of enablement leaders driving long-term strategy and direct C-suite access, they're reshaping how firms compete in an increasingly digital wealth management world. Think automated product decks, AI-powered market insights, and seamless client communication platforms. This isn't just support, it's strategic transformation. Has enablement technology changed the way you serve your clients? 

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Improving your customer's experience is crucial for succeeding in today's digital marketplace. Are you even in the competition? Check out last week's blog on why mobile applications matter to your business. https://lnkd.in/esmC-Gir #8PL #Digital #MidMarket #TheWorldHasChanged

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Nothing is more important to us than our BlueCherry community, and at INSIGHT 2024, our clients, technology partners and colleagues came together to learn, dive into best practices and inspire one another. Learn more about some of the exciting new initiatives we have underway to foster even greater communication among our community. #Insight2024 #BusinessCommunity #ClientSuccess   

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Save your spot! Next week Robert Chatwani, Rohan Gupta, jonathan jones, and Courtney Dutter will highlight the impacts of ineffective agreement management on the economy, show how disconnected agreement workflows cause delays and missed opportunities, and how Intelligent Agreement Management helps overcome these obstacles. These leaders from #Docusign, Deloitte Consulting, and iCIMS are coming together to give you the new insights on unlocking the true value of agreement management. Register here: https://ow.ly/aIC550SmvXW

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Small Business Financial Exchange, Inc. (SBFE, LLC) partners with four commercial credit reporting agencies that are SBFE Certified Vendors. Through these relationships, Dun & Bradstreet, Equifax, Experian, and LexisNexis Risk Solutions offer SBFE products and services exclusively to SBFE members. #smallbusinesslending, #smallbusinesslendingdata, #datalicensing

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There’s no hotter topic in the channel right now than AI, so here’s a look at how seven solution provider CEOs from Clutch Solutions, Presidio, Blue Mantis, CLOUDSUFI, Real Impact Technology Consulting, Ensono and Caylent think AI will impact their businesses this year and how they’re preparing for success. #CRNAIWK #GenAI

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In this blog, #SSNCTech #EzeMarketplace partner SteelEye shares actionable steps firms can take to defend themselves against Material Non-Public Information (MNPI) leaks. https://ow.ly/BIUf30sEWYE #SSNCEze

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Whether it’s reeling in more leads, cutting down on call time, or offering personalized experiences to users, AI has made significant strides in enhancing these performance metrics in sales. Read more 👉 https://lttr.ai/ASlU0 #ArtificialIntelligence #SaasCompanies #Ai

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Setting a value can be challenging on a new services product. Mark Sloan and I tackled the subject in the Asaph Advisors podcast below. A quick listen for organizations attempting to transition to #ServicesAsAProduct!

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I found this blog from Dan Groman insightful and highly relevant for asset managers. It highlights how transitioning to SaaS enhances scalability, cost efficiency, and operational agility—key factors in staying competitive and future-proofing investment strategies in today's #investmentmanagement

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When unexpected leadership changes occur, Interim CIOs can quickly align technology strategies with business goals. Check out Brian Greenberg's latest Forbes article, where he explores the growing trend and importance of interim executive services. 🌐 https://gag.gl/IZ4PQT #fortiumpartners #technology #ceo

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Middle-market companies are turning to virtual credit cards to manage working capital more effectively. Adoption is set to grow 322% in the next year, with CFOs leveraging their flexibility, enhanced spend tracking, and control to handle unplanned expenses and navigate economic uncertainty. https://hubs.ly/Q02_rCT40

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In this blog, #SSNCTech’s Andy Rosenthal shares how to align your #InvestmentTechnology with evolving business needs. Check it out: https://ow.ly/mjtz30sH9rA #SSNCEze

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Great discussion with Mike Hofman!

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Looking for the best ways to optimize IT costs? In this episode of MEMA Automotive Insiders, host Jason Stein chats with RSM’s David Brassor about how application rationalization can help firms cut expenses without sacrificing performance. Listen here: https://rsm.buzz/3Cnb1XY

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Combining due diligence with integration planning? That’s the secret sauce for faster, smoother M&A processes. Just ask Amy M Weck, CIC, CSM, an integration pro who’s been rocking it with our solutions at DealRoom. #DealRoomDifference #DueDiligence #IntegrationPlanning #ProjectManagement #BusinessGrowth

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