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Research / Report
The Next Now: How to Become an Innovation Leader in the Age of AI
Monday, April 15, 2024 Dell Technologies Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.
Guide
A Guide to Compliance Management for Financial Service Firms
Monday, January 29, 2024 FIN Compliance Empowering the FINServ Community to delegate Compliance, Training, and Audit work in the Cloud.
White Paper
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
Friday, July 14, 2023 Modern Life In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
Research / Report
NEW Virtual Seminar System for the Middle Market
Tuesday, July 19, 2022 Universal Financial Consultants The current economic and social environment has clients feeling vulnerable and desperate for a second opinion. Take advantage by providing timely updates and strategies that will have them begging to book a time on your calendar.
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