Hearsay's annual Compliance Study reveals what obstacles firms are facing as we head into 2024 and explains simple changes teams can make to strengthen their operational efficiency. Key findings include:  What workload (and overhead) trends we saw this year, and what consequences can be associated...

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Migrating and modernizing with AWS can help you drive the sustainable transformation you need to win in today’s hyper-competitive business world. This eBook provides prescriptive guidance for every step of your journey. Read it now to discover: Why migration and modernization are critical How...

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71% of employees want one destination to understand and manage work. 69% don’t have it. Here’s how to organize knowledge in order to save time, create transparency, and foster innovation.   Learn how to: Put everything in one centralized knowledge base, so no one has to ask where to...

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Risk assessment is one of those best practices that is easy to overlook or de-prioritize until it’s too late. Perhaps your organization has sidelined risk assessment to take care of other tasks that bring in revenue, but when you lack a solid risk assessment program, you may not realize how many revenue opportunities...

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Most businesses look at security compliance as a mountain that is impossible to conquer without an equally mountainous budget and ample time with endless frustrations. The truth is that every organization’s experience will vary, but in most cases, you can achieve compliance and certification easier than you think...

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The digital communication conundrum Clients and prospects demand agents and advisors communicate via preferred digital channels (e.g., text, Facebook, WhatsApp, LinkedIn). To facilitate this, agents and advisors expect firms to provide effective engagement tools that support meeting clients where they are. Providing...

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