How to Build an IT Disaster Recovery Plan

Nothing is worse than having your enterprise networks and data access knocked out without warning, but that’s exactly what can happen thanks to natural and man-made disasters.   While you can’t stop disasters from happening, with a good disaster recovery plan you can be well-prepared for unexpected hiccups. There are many disasters that can pop […]

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How an Insurance Self-Serve Portal Can Enhance My Customer Experience

Signing up for new insurance plans, making claims, and trying to navigate insurance processes can be a daunting task for insurance customers. That’s why its critical companies make the insurance customer experience as simple and intuitive as possible to reduce some of the stress their customers may be feeling.  Customer Experience in the Insurance Industry  Many modern customer service strategies for […]

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How a Customer Self-Service Portal Can Save an Insurance Company Money

With so many players in the insurance industry all competing for the same customers, companies often look for ways to reduce their overhead to offer more competitive rates. One innovative way of doing this is to leverage modern technology to build or configure a customer self-service portal. While there is a larger upfront cost of […]

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What is a Customer Self Service Portal? Benefits of Self Service Portals

What is a Self Service Portal? A self-service portal is typically a website or app that customers, staff, partners, or suppliers can access to find answers to questions, conduct business (transactions, orders, make a claim, pay bills, etc), check on status, submit support tickets, download resources, and more. A portal can be used in place […]

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How to Build Cyber Security in Financial Services IT

Greg Croteau from Resolute Technology Solutions joins us to discuss the cybersecurity threats faced by wealth managers and the financial IT security avenues available for shielding both their businesses and clients. Interviewer: Hi, thanks for joining us today on another podcast blog here with Resolute Technology Solutions. In the past, we’ve discussed some of the […]

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What to Consider When Upgrading or Replacing Your Financial Services IT System: Part 2

In the last session, we had discussed how you can upgrade a legacy platform and what some of the benefits are for your business modernizing segments of your legacy system as opposed to doing a full blown replacement and re-platforming project. Today we touch on when it becomes absolutely necessary to replace your legacy and […]

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What to Consider When Upgrading or Replacing Your Financial Services IT System: Part 1

Today, we’re continuing the discussion about upgrading and replacing legacy platforms within the financial services industry. In the last session, we had discussed what exactly is a legacy platform and what are some of the challenges faced by having one of these legacy platforms within your business. There are things that we can do with […]

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How Financial Industry Digital Transformation Streamlines Cyber Security and Compliance

This is the conclusion of our three-part series with Resolute Technology Solutions’ President, Rod De Vos. In part-one, we discussed how wealth management firms are using process automation and artificial intelligence to control costs. In part-two, Rod showed how financial institutions are leveraging data to advance client interests as well as efforts being made to […]

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How the Wealth Management Digital Transformation Enhances Customer Service with Data

Wealth Management Digital Transformation In part one of this series, Resolute Technology Solutions’ President Rod De Vos provided an overview of how the financial industry is leveraging process automation and artificial intelligence to become more competitive. In part-two, Rod outlines how the utilization of data and enhanced customer experience are essential to successful digital transformation […]

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