In the rapidly evolving landscape of technology, businesses are often eager to embrace the latest innovations to stay competitive and enhance their operations. However, before diving headfirst into the world of cutting-edge solutions, it’s crucial to take a step back and assess existing processes. The key to successful technology integration lies in understanding the intricacies of your workflows and
RooksDM
Unlocking the Power of AI and Automation
Our recent session at a conference for financial planners shed light on the transformative potential of AI and automation tools. The key insights we shared are universally applicable, including to attorneys and banks.
Here are the key takeaways:
Start with Process Review
Prior to implementing technology, it’s crucial to begin with a comprehensive process review. Understanding the ‘why’…
Unlocking Efficiency: How Financial Advisors Can Harness AI in Microsoft Teams for Meeting Notes and Action Items
In today’s rapidly evolving world of finance, staying on top of client meetings, managing action items, and ensuring effective communication with your team is crucial for success. The advent of artificial intelligence (AI) has revolutionized the way financial advisors operate, making tasks more efficient and productive than ever before. In this blog post, we’ll explore how financial advisors can…
Streamlining Complex Intake Process: Maximizing Forms for Efficient Immigration Law Firm Operations
The complexities of immigration law can pose significant challenges for law firms tasked with gathering information for various visa applications. From H-1B to I-129 and L-1A, the specific requirements and documentation needed can vary greatly, making it a formidable task to ensure all necessary information is collected and presented in a comprehensive and compliant manner.
In this case study,…
Streamline contract generation process and improve efficiency
Are you a financial advisor struggling with a time-consuming and error-prone agreement generation process? Discover how one of our clients was able to streamline its process and improve efficiency with the help of RooksDM. Our team of technology consultants implemented automation and CRM integration to reduce manual data entry and improve the tracking of client information.
The Challenge
Cumbersome Agreement…
Automatically saving attachments from Outlook into Teams
Did I remember to save all of their receipts? Let me check my email. Are all of their receipts in this folder in Outlook? Let me search their email address and compare files.
If you work at a ProServ firm, you likely receive hundreds of attachments per month… maybe even more. How many of those attachments must be manually saved…
Comparing DocuSign, PandaDoc and Hellosign
Even with an organized CRM in place, you may still find yourself spending a lot of time and energy on tasks such as generating contracts. Thankfully, there are now a number of integration tools available that can automate this process for you, saving you valuable time and allowing you to focus on more important tasks.
One such tool is DocuSign, which…
How is AI used in FinTech
The use of Artificial Intelligence (AI) in the financial industry, also known as FinTech, has been on the rise in recent years. From automating repetitive tasks to providing personalized financial advice, AI is revolutionizing the way financial services are delivered.
Guide to using AI in financial services
Automation of repetitive tasks
One of the most common ways that…
How Financial Advisors Automate and Streamline their Back Office
As a Financial Advisor, it’s important to have the right tools to help you manage your clients and their financial portfolios. The Microsoft Power Platform can be a valuable addition to your toolkit, as it provides a range of powerful capabilities to help you streamline your workflows and make informed decisions. What is Microsoft Power Platform? Click here the learn…
Streamline your intake process as a financial advisor with Jotforms
As a financial advisor, you know that the intake process can be time-consuming and complex. With multiple forms to fill out and a lot of information to collect, it’s easy to see how this process can quickly become overwhelming. But what if there was a way to streamline this process and make it easier for both you and your clients?…