May 13, 20215 minCreating a Framework for Improving Client ExperienceToday, most firms are aware of the importance of client experience. They realize that client experience is one way to gain a competitive...
May 4, 20211 minE27 - How Your Firm Should Be Leveraging RPA Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Apr 16, 20214 minBuilding Better Solution Requirements: Why, Who and Howby Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...