"Data Access Provisions and Escrow: A Key to Operational Resilience"

The right tech stack isn’t just about efficiency. It’s about protecting your clients, your firm, and your future. From CRMs to compliance monitoring, here’s how to build a stack that keeps you aligned, audit-ready, and growth-focused. Save time. Reduce risk. Scale smarter. #novusalpha #ComplianceTools #FintechSolutions #ClientProtection #OperationalGrowth

A new financial year is the perfect time to reassess your records strategy, especially when it comes to legacy data. For many Australian organisations, outdated and unmanaged records take up valuable space, increase compliance risk and limit the ability to unlock meaningful insights. Without a clear approach to legacy cleanup, these challenges only grow over time. Our latest insights unpack the most common challenges in legacy records management — and how smarter, tech-enabled strategies can help you reduce risk, drive efficiency, and unlock valuable insights. See how to get started: http://spr.ly/6040faMda #LegacyData #InformationGovernance #DigitalTransformation #OneIronMountain

A new financial year is the perfect time to reassess your records strategy, especially when it comes to legacy data. For many Australian organisations, outdated and unmanaged records take up valuable space, increase compliance risk and limit the ability to unlock meaningful insights. Without a clear approach to legacy cleanup, these challenges only grow over time. Our latest insights unpack the most common challenges in legacy records management — and how smarter, tech-enabled strategies can help you reduce risk, drive efficiency, and unlock valuable insights. See how to get started: http://spr.ly/6049fa5RP #LegacyData #InformationGovernance #DigitalTransformation #OneIronMountain

The secret to scaling a women-led advisory firm isn't working harder- it's working smarter with a coordinated, current tech stack. At the T3 Technology Tools for Today Conference, our co-founder Bridget Venus Grimes, CFP® shared how Equita Financial Network's strategic tech stack creates operational efficiency that actually moves the needle. When your platforms coordinate with your core custody platform, you get the power of up-to-date data that makes ongoing client guidance more valuable while creating greater efficiency for advisors. Here's what our coordinated tech stack delivers: 🤝 Current client data that powers ongoing guidance decisions 🤝 Up-to-date information drives confident recommendations 🤝 Coordinated systems create greater advisor efficiency The result? Our 11 member firms spend less time managing disconnected data and more time providing valuable ongoing guidance with current information that clients can trust- because when your data is current, your advice carries more weight. What's one integration with your custody platform that would save you hours each week? Drop it below 👇

If your business stores mission-critical data with third parties (which it very likely does) are you confident that you can access it when you need to? In this article I've looked at why access to data is essential for operational resilience and how to address this meaningfully in your technology and outsourcing contracts.

One of the biggest frustrations we hear from financial firms is simple: their systems don’t talk to each other. That means: - Client info has to be entered multiple times. - Errors creep in. - Compliance risk increases. - Staff spend hours wrestling with tech instead of serving clients. It doesn’t have to be this way. With the right integrations, you can turn disconnected tools into a seamless workflow. Question: How many times does your team re-enter the same client data? #FinancialServices #SmallBusiness #BusinessProcesses #DataIntegration

Small errors = big consequences. Even the tiniest inconsistencies in financial data can multiply across reports, audits, and client decisions. That’s why accurate pipelines and automated validation are essential for financial institutions in 2025. #didyouknow #financialdata #datavalidation #compliance #fintechfacts

Several platforms now offer real-time UCC (Uniform Commercial Code) updates across multiple U.S. states, combining instant lien discovery with integrated risk analysis features. The leading solutions in this area are Cobalt Intelligence, Baselayer, Bectran, Wolters Kluwer iLien, CSC Global, and Middesk. Read more here: https://lnkd.in/gHnwfHez #secretaryofstateapi #ChatGPT #automatedunderwriting  #Cobaltintelligence #businesslending #businesscapital #business #alternativefinancing #alternativelending

CIOs Urged to Simplify Data Classification to Protect Critical Information, Says Info-Tech Research Group - StreetInsider: CIOs Urged to Simplify Data Classification to Protect Critical Information, Says Info-Tech Research Group  StreetInsider #datagovernance #CDO #finperform

S&P Global is advancing open data access with the launch of S&P Capital IQ Identifiers on Data Unlocked, our open #data portal. Organizations can now access essential company data—free of charge, without login barriers, and in both human- and machine-readable formats. Learn more: https://okt.to/u5JzOP