Why is it important to certify digital data and content?

  Digital data/content is central to our daily and business life now, whether it be text, images, audio or video. With the advent of the Internet and mobile computing we are avid creators and users of digital content. As creators we are concerned with ensuring what we create whether it is an email, document or image as examples, remains and are used as we intended and are not misused in any way. As consumers of digital information we want to be able to trust in digital content we receive and use, know its source and that it is accurate and...

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The 3 Levels of File Management Trust For Brokers

Trust can be difficult to earn. Especially when you’re involved in Irish financial services in 2012. People are more suspicious than ever when it comes to their money. Add to that the greater need for strong regulator controls and you’ve got a financial environment filled with mistrust. As a broker, trust is a huge part of your business, so you need to be able to trust everything from your clients to your file management systems. Brokers Must Trust Their Records When you’re dealing with clients, you rely heavily on having the best information...

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Q&A: Seamus Fox CEO Global Life & Finance

Global Life & Finance were the first group to adopt the Brokerprove system. They took part in the pilot test of the system. They have had the system running as a normal part of their business for a number of months now, so we asked their CEO, Seamus Fox, about how Brokerprove has changed the way they do business. Why did you decide to use Brokerprove? “We have a couple of issues in our business that we thought it would help with. Brokers have a big storage issue. We file everything, down to brochures. That means buying filing cabinets and...

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5 Things A Cloud File Management System Should do for Brokers

Progress can be difficult. There’s a bit of a clamor for cloud technology at the moment. But it can be difficult to know which system to choose or even what to look for. Do you need a pure storage solution, or should you shift all of your computing online? Is there a file management system that fulfills all of your requirements? As a financial advisor, this can be particularly difficult. Because of the nature of your industry, you have far more security and compliance concerns than the average business. The important thing is to make sure...

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3 Compliance and IT Questions to Ask Your Cloud Provider

Compliance and IT, two areas that brokers deal with every day and two areas a lot of brokers see as a necessary evil. Dealing with clients and growing the business are the primary concerns for most brokers. Compliance and IT are just the things you have to put up with. However, with the advent of cloud computing, IT could become a real advantage to your business. And it can help with compliance too. If you’re considering investing in cloud computing, there are three key questions you need to ask your provider. Is my Data Secure? The biggest...

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How Cloud File Storage will Change a Brokers office

Changing the way you do business. That’s how cloud computing and file storage is usually sold. Cloud file storage is the future, once you move to the cloud you’ll never look back. That’s the sales patter, but what does the cloud really mean for financial advisors? The broker’s office of the future will look different, because cloud file storage will allow brokers to throw out old equipment and replace it with shinier new gadgets. Let’s look at the main changes cloud file storage could make in your office. Briefcase -> Tablet What do you...

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