What to look for in a CRM: Essential features and selection guide
Staying connected with your clients isn't just a competitive advantage anymore; it's the heartbeat of a thriving business. In an age where relationships drive revenue…
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Perspectives on recordkeeping, supervision, and the everyday work of financial services.
9 articles
The latest from Patrina
Ideas and practical perspectives
for a changing industry.
5 Benefits of CRM platforms for Businesses
Strong client relationships aren’t accidental; they’re the result of clear communication, well-organized information, and thoughtful, consistent follow-ups. These pillars are challenging to maintain manually, especially…
Why Archiving Text Messages Is So Important
Businesses rely on text messaging for critical communication, but without a proper archiving system, important messages can be lost, putting companies at risk of regulatory…
What Is Email Archiving? How It Works, Why It’s Important, and How to Do It?
Emails pile up fast, making it harder to find important messages when needed. Lost emails can lead to compliance risks, legal trouble, and operational slowdowns,…
What Is Cybersecurity Compliance?
Cyber threats are escalating at an unprecedented pace. In Q1 2024, organizations faced an average of 1,308 weekly cyberattacks—a 28% increase from the previous quarter.…
Archive vs. Delete Emails: What’s the Difference and Which Is Better?
Email management is essential in both personal and professional life. Whether you organize family photos, keep work records, or manage important business communications, your inbox…
The Role of Technology in Modern Compliance Solutions for Financial Advisors
The global financial compliance software market was valued at around $3.24 billion in 2023 and is projected to grow to a staggering $10.79 billion by…
Features to Look for in Compliance Solutions for Financial Advisors
Picture this: You're a financial advisor on a typical morning. As you sip your coffee, you’re greeted with yet another email announcing updates to compliance…
How Compliance Solutions Help Financial Advisors Avoid Regulatory Pitfalls
Financial advisory advisors manage not just portfolios but a growing web of complex regulations that seem to shift with every headline. With stringent rules from…
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