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7 Mistakes to Avoid in a Request for Proposal (RFP) Process

7 Mistakes to Avoid in a Request for Proposal (RFP) Process

Posted by on Jun 21, 2017 in Opinion, Technology

In Ancient Greece, a man could propose marriage to a woman by throwing an apple at her.  If she caught the apple, it meant she accepted the proposal. For wealth management firms searching for new technology partners, throwing fruit at them would not be an appropriate replacement for a formal request for proposal (RFP) process. […]

Top 5 Cybersecurity Failures in Financial Services

Top 5 Cybersecurity Failures in Financial Services

Posted by on Apr 4, 2015 in Opinion, Technology

On April 1st, President Barack Obama declared that cyber-attacks constitute a national emergency and issued an executive order sanctioning the finances of foreign-based digital intruders. The president’s announcement was no April Fool’s Day joke. Cybercrime caused  $445 billion in damages globally last year, according to a report by the Center for Strategic and International Studies, a […]