Riskonnect, Inc.’s Post

🌟 Maximizing Efficiency & Profitability with WealthTech: A Must-Attend Webinar for RIAs and Financial Advisors 🌟 📆  Date: April 18, 2024 ⏰  Time: 2:00 – 2:45 PM ET 📎  Register here: https://lnkd.in/eYFvw5V5 Join us for an exclusive 45-minute session where CircleBlack and Envestnet | MoneyGuide unite to unveil the secrets of leveraging #WealthTech to supercharge your #RIA firm’s efficiency and profitability. As a #FinancialAdvisor, this is your golden opportunity to: - Discover best practices in #wealthmanagement technology integration. - Learn how to streamline operations and boost profitability with CircleBlack and MoneyGuide. - Engage with industry experts in a live Q&A session. Why Attend? Whether you’re drowning in manual processes or seeking to enhance your client experience through technology, this webinar will provide you with actionable insights to elevate your practice. Don’t miss out on the chance to transform your business model, free up valuable resources, and focus on what you do best: advising your clients. Space is limited, and registration is free. Reserve your spot today and take the first step towards operational excellence and increased profitability. [https://lnkd.in/eYFvw5V5] 🚀 Can't make the live event? Register anyway, and we'll send you the recording. Elevate your firm's potential with the right tech – Let’s grow together!

Today Riskonnect is recognizing the 'super dads' within our global Riskonnect family in honor of Father's Day. 💫 Learn more about #LifeAtRiskonnect: https://bit.ly/4bBSx2x Riskonnect colleagues who are featured in this video: -Jon Mackin -Jim Wetekamp -Shannon Mallay -Ben Turner -Dan Ervin -Prashanth Srinivas #FathersDay2024 #RKCareers

Reflecting on an extraordinary year at DiligenceVault! From client satisfaction and memorable wins to new milestones, achieving new compliance standards, strengthening our community, and industry recognition – 2023 has been a journey of resilience, growth, and excellence. Cheers to Team DV for turning challenges into success stories and rewriting the rule book. Here's to the next chapter of innovation, collaboration, and exceeding expectations! #TeamDV #YearInReview #Innovation2023"

MaxComply™️ puts the world’s leading onboarding, risk and compliance workflow technology at your fingertips. Our onboarding solutions provides you, your investors, and your clients with the easiest and safest onboarding experience possible. Learn more: https://ow.ly/cEnB50Sqvnb #iqeq #oneiqeq #maxcomply

📅✨ Cheers to a New Month and Fresh Beginnings with Business Systems INTEGR8! 🚀🌐 Join us as we embark on this exciting journey together. Whether it’s elevating your office efficiency or navigating the digital landscape, we have your back. Let’s make February a month of growth, innovation, and unparalleled achievements! 🚀💡 #NewMonthNewGoals #February1st #InnovateWithUs #managedprintservices #manageditservices #techtransformation🌐

📅✨ Cheers to a New Month and Fresh Beginnings with Business Systems INTEGR8! 🚀🌐 Join us as we embark on this exciting journey together. Whether it’s elevating your office efficiency or navigating the digital landscape, we have your back. Let’s make February a month of growth, innovation, and unparalleled achievements! 🚀💡 #NewMonthNewGoals #February1st #InnovateWithUs #managedprintservices #manageditservices #techtransformation🌐

Moving your investors, clients, counterparties, and assets from first-touch to signature can often feel like this red squiggle. But when you take a special caring interest in this incredibly important onboarding journey - blending the regional compliance framework of IQ-EQ & MaxComply™ - every one of our users should experience the simpler blue example. Exciting near-term upgrades are on the horizon, and the team are excited to help our clients benefit the most from these high-impact enhancements. Tap here for our homepage - where we share interactive materials, case studies, videos, and published insights surrounding the evolving trends in the world of digital onboarding. https://lnkd.in/eA2vX55Q IQ-EQ #maxcomply #digitalonboarding #aml #kyc #compliance #investorkyc #clientonboarding Chris Coombs Mihai Craciun Adam Walsh Victoria Fraser Marian Dobre Justin Partington Jacques Vermeulen John Legrand Ed Beale Lorraine Catt Kerrie-Ann Whyte Joe Woodbury Lindsey Stelter Andrew Frost, CAIA Jack Standen Stéphane Carlig Marco Panizza Aleksej Lazaruk Kyle Taylor Ahmed Khan Asher M. Katerina Angelovska Verity Morgan-Jones Mark Wilson Aleesha Mawhinney Orlagh McNicholl Michael Strug Riccardo Zorzetto Riccardo De Francesco Francesco Cavallini Sukanya Lal

Red Clover Advisors is thrilled to be a Gold Sponsor at TrustWeek! Live in Austin, Texas..... We love connecting (in person) with our clients, prospects, and and others who use OneTrust. And, we are having great conversations on people, process, and technology! Some things you may hear us say at #TrustWeek24: People Are Essential -Software needs human implementation. -It can't function, or at least function optimally, without people to install and manage it. Process Is Paramount -Software requires customization to fit a company's unique needs and operations -Proper processes ensure software supports business operations effectively. Technology Requires Continuous Adaptation -Businesses evolve, and so should the processes and software that support them. -"Set it and forget it" is a myth when it comes to software. Constant adaptation is the key to success. And if you are at TrustWeek24, stop by the Red Clover Advisors booth, grab some SWAG and say hello! 

The Blue Vault Community Groups bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation. Register now, so you'll be ready to go for our August kick-off! Click through to learn more and sign-up: https://lnkd.in/eaTB2Vpa #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

Sectigo has released the findings of a Forrester Consulting Total Economic Impact™ (TEI) study, showcasing significant financial advantages for organizations that have integrated Sectigo Certificate Manager (SCM). You can find more information by visiting the following link: https://lnkd.in/eGmdTGR3.