March 2018

Hello Everyone, March Madness – not just basketball!! See how our latest articles & videos pertain to world events: The City of Atlanta is trying to recover from a ransomware attack the Instant Virtualization video helps explain how we provide guaranteed ransomware protection for your firm FaceBook continues to reveal privacy practices that keep surprising their users check out the Top Tips to Securely Using Social Media Artificial Intelligence is pervading many industries but few know what it’s all about    the Thomson Reuters 2018 Digitalization of Wealth Management Report confirms that firms are having trouble keeping up with technology, yet know that AI is a great opportunity then check out the video to find out how savvy investment managers utilize AI to drive Fund sales with ClientLogix CRM integrated with Sales Intelligence Best Regards,  David Gemma Managing Director at UNAPEN

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Success in Sales: Intelligence Wouldn't it be nice to know when a client is ready to buy, even before they do? Infor Sales Intelligence for CRM was designed with that exact premise in mind. Learn more about using data science to gain the edge in this short video from Infor. Watch The Video Here...

Digitalization of Wealth Management Thomson Reuters announced their findings for the 2018 Digitalization of Wealth Management Report. Over 200 firms were surveyed covering topics around data usage and technology practices. The results were quite interesting. See the Report Here...

SANS: Socially Secure Social Media breaches, data sharing and other threats have all been in the news. The SANS March Newsletter covers social media best practices including privacy, posting and even trying to recognize some of the scams out there. Read the Newsletter...

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

March Madness is in full effect and it truly earned its name this year!  Anyone with a bracket watched it go sideways by day two and then get even worse still before the first week came to a close. A madly exciting tournament which is the theme of our trivia this month. Can you name the 5 schools with the most Championship Trophies since the tournament began in 1939?  Click for the Answer.

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