BAFS’ Post

Check out this demo to see how Entity Management works in BLAST®: https://hubs.la/Q02pgrqb0 #CommercialLending #CommercialLendingSoftware #FinancialInstitutions

Check out this demo to see how Entity Management works in BLAST®: https://hubs.la/Q02VS_fJ0 #CommercialLending #CommercialLendingSoftware #FinancialInstitutions

Org charts are more than just visuals. They can be essential tools for understanding your entity structure. Read this blog to learn about the basics of org charts in entity management, including what they represent, the critical data that feeds into them, how they are visually structured, and the wealth of information they convey. Learn more: https://ow.ly/lyO850ThoeL

Find reports with descriptive analysis & informative data presentation with Photon Insight's Comprehensive Intelligence Reports (CIR) suite. Easy to configure. Schedule a demo & learn more about #financialresearch with #PhotonInsights! #dataanalytics #businessinsights #aiinfinance #finance #aitools #wealthmanagement #aiinfinancialresearch

𝐔𝐧𝐥𝐨𝐜𝐤 𝐇𝐢𝐝𝐝𝐞𝐧 𝐕𝐚𝐥𝐮𝐞 𝐢𝐧 𝐂𝐥𝐢𝐞𝐧𝐭 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐰𝐢𝐭𝐡 𝐃𝐢𝐜𝐭𝐚𝐥𝐨𝐠𝐢𝐜-𝐎𝐂𝐑! Dictalogic-OCR digs deeper than simple text conversion. Our powerful tool extracts key information from financial documents like contracts, statements, and reports. This empowers financial professionals to analyze data more effectively, gain a clearer picture of client finances, and make informed investment recommendations with greater confidence. 𝐆𝐞𝐭 𝐚 𝐟𝐫𝐞𝐞 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨𝐝𝐚𝐲! Website: www.dictalogic.com/ocr Book Demo: https://lnkd.in/drn-6v4e #DictalogicOCR #FinancialServices #InvestmentAnalysis #DataExtraction #FinancialDocuments #InformedDecisions #SmarterInvesting #ClientInsights #ImprovedAnalysis #DataDrivenDecisions #InvestmentStrategies #FinancialPlanning #WealthManagement #FinancialTechnology #GoPaperless #BoostEfficiency #UnlockHiddenValue #EmpowerFinancialProfessionals

Complex business processes, lots of stakeholders, tricky business rules, in a domain you've never worked in? EventStorming is our #1 tool for collaboratively exploring complexity before you start to code: https://bit.ly/3Uh0nZS

Unlock the secret to saving time while delivering modern, holistic financial advice! In this episode of Elementality, Jordan Haines, CFP® shares how automation and streamlined tools can transform client meetings and boost efficiency.🎧 Listen now! https://hubs.la/Q02VbHM00 #FinancialAdvice #WealthTech #XYPNLive #ClientExperience #Fintech

Frustrated with disorganised entity data? Take control with Computershare’s Global Entity Management System, GEMS™. Our insight powered technology improves entity oversight and helps you manage your entities like never before.- http://spr.ly/6041nmnSz

Our new addition in AdviserAsset, will now allow our users to complete a switch analysis on multiple wrapper types at the same time - fantastic time saver for comparing charges when switching assets onto a single platform. Check out this 5 minute video outlining the tool: https://lnkd.in/eniFeTXa Give us a shout for more info! #FEAnalytics #PensionSwitching