WORM to WOMM - From Data Protection To Mass Data Mapping
Write Once Read Many, better known as WORM, is an old concept in data protection. But this old concept wasn’t enough to keep up with what Forms Logic was doing. The idea of WORM is simple: Once…
Why Are Financial Firms Still Paying High Prices For Cloud Storage?
Since its advent in the 1990s and widespread availability in the 2000s, Cloud-based data storage has become widely adopted. The amount of data we can access from our mobile phones, laptops, and PCs…
A Form is a Form is a Form
Data is everywhere in the financial services industry, but most firms struggle with collecting, storing, managing, protecting, and utilizing it. Whether it's client data, investment portfolio data,…
End Fat-Fingering... And Give Advisors Pre-Populated Forms
Financial advisors have every reason to hate what they call “fat-fingering.” Fat-fingering is the frustrating exercise of manually inputting all the information needed to complete a form. What is…
Data As A Platform? Wait, What?
Data is an incredibly powerful tool for making better decisions that impact everyone in the financial services value chain. Clients, Advisors, Broker/Dealers, RIAs, Custodians, Fin-techs, and others…