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Managing Content in Wealth Management

Jack KalayjianFebruary 14, 2022UncategorizedLeave a Comment

Managing Content in Wealth Management In wealth management, everything happens at light speed. This is true for constantly-shifting market data, customer account details, and the digital experience. If your organization … Read More

What Makes a Great Customer Experience?

Jack KalayjianFebruary 7, 2022UncategorizedLeave a Comment

Customer experience is best measured by value In your business, customers have multiple ways of providing feedback. They can tell you whether you have delivered on their expectations in survey … Read More

Microsoft Dynamics Content Management in the Mortgage Industry

Jack KalayjianJanuary 3, 2022UncategorizedLeave a Comment

Woman sitting in background while two colleagues shake hands in foreground

In homebuying, timing is everything. Whether you’re the seller, the buyer, a broker or the financial institution, the faster you can compile and import the appropriate loan application documents, verify the applicant’s income and credit and calculate the debt-to-income ratios, the faster you can make a decision on … Read More

Improve Business Operations Through Content Management

Jack KalayjianNovember 22, 2021Thought LeadershipLeave a Comment

Your business runs on content for decision-making, cross-functional education, team management, market analytics and insight, designing product and service offerings, and managing processes from sales to finance to technical support. They may differ in technologies, behaviors, expectations, and contribution to … Read More

The Top 3 Concerns about Enterprise Content in the Cloud…and How to Overcome Them

Jack KalayjianNovember 15, 2021UncategorizedLeave a Comment

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As companies grow, technical teams often find themselves facing resource challenges. No longer are firms contained in one building, with teams and stakeholders inside and out of the corporate structure. … Read More

Products

  • Intellective Unity
  • Intellective Unity for Salesforce
  • Intellective Unity for Dynamics
  • Intellective Unity for Power Apps
  • Intellective Unity for nCino
  • Intellective Interchange

Services

  • Content Portfolio Modernization
  • Digital Transformation
  • Content and Process Implementation
  • Enterprise Content Integration
  • Content Migrations and Upgrades

Partners and Industries

  • Partners
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  • Case Studies
  • Customers

About Us

  • Who We Are
  • Leadership Team
  • Careers
  • Blog
  • Contact Us

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  • Home
  • Products
    • Intellective Unity
    • Intellective Unity for Salesforce
    • Intellective Unity for Dynamics
    • Intellective Unity for Power Apps
    • Intellective Unity for nCino
    • Intellective Interchange
  • Services
    • Content Portfolio Modernization
    • Digital Transformation
    • Content and Process Implementation
    • Systems Integration
    • Platforms Migrations and Upgrades
  • Partners and Industries
    • Partners
    • Industries
      • Banking
    • Case Studies
    • Customers
  • About Us
    • Who We Are
    • Leadership Team
    • Careers
    • Blog
    • Contact Us
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