January 2018

Happy New Year everyone! We’re excited to kick off a new year working with a great set of existing clients that have been with us for many years, building our relationships with all the new clients that came aboard in 2017, and looking forward to meeting new people, firms and challenges in the coming year.  Asset managers have a similar set of goals, and you can learn how ClientLogix can provide the path to achieve them. We’ve also included a CRM calculator to show just how significant the ROI can be to your firm. And of course, the SuperBowl quickly approaches and New England is abuzz with Patriots fever, while the rest of the country prepares to become Eagles fans for a day. Check out our SuperBowl Trivia below. Best wishes for a healthy and happy new year! Best Regards,  David Gemma Managing Director at UNAPEN

A New Year To Start Renewing Relationships

Make 2018 the year to Strengthen, Grow and Renew client relationships with the ClientLogix CRM and Business Intelligence Platform for Financial Services.

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CRM: Realized Gains An independent study performed by Nucleus Research examined 362 companies implementing CRM. Their study found a whopping $8.71 return on every dollar invested in the CRM. Have you considered the potential savings for your firm? Open Calculator Here...

Ford GT - Meet Virtual Reality Microsoft and the Petersen Automotive Museum are bringing the historic Ford GT super cars back to life. The museum has incorporated HoloLens, an immersive virtual reality experience from Microsoft, to create a one of a kind viewing experience. Read More Here...

SANS: Security Tip of the Day Our partners in security at SANS share a daily 'Tip of the Day' for readers. A wide range of topics and ideas to consider along with links to their Monthly Ouch Editions that you might have seen in previous newsletters. A great resource for quick reads on security. Click for Tips Here...

UNAPEN Client Referral Program Gift Cards, Service Discounts and Charitable Donations . See Program Details Here

The Superbowl is just a few weeks away. As one of the most recognized and watched events of the year, it must be something to be one of the two teams earning the right to take the field. Did you know that there are still four teams that have never had the opportunity to play in a Superbowl? Let's see how well you know your football trivia. How many can you name? Click for the Answer.

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