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March 7, 2018
Doculabs’ Rich Medina lists out the practices and the technologies that financial services firms should implement to facilitate the cultivation and retention of clients across multiple generations.
February 26, 2018
Right now, financial services firms are missing out on the opportunity to cultivate and retain multiple generations of clients, by failing to implement the practices and technologies that could help them support intergenerational wealth management.
February 7, 2018
As baby-boomers age, their wealth is being transferred to members of the next generation. In this video, Rich Medina outlines the challenges financial services firms face as they figure out how to effectively retain the management of those funds.
October 6, 2017
Here’s the Doculabs-recommended roadmap to help take you where your organization needs to go toward effective (and appropriately secure) management of business information.