What are the 4 Key Content Types You Need to be Using?

In the previous article, “Turning Visitors into Clients”, we discussed social media not yet being a big deal for our industry’s demographic, with the one exception of blogging.  According to one survey 85% of participants believe a blog helps establish a vendor’s credibility.  The data shows that if your firm posts high-value, insightful content thatothers are sharing, a blog raises your company’s profile in the buyer’s mind substantially.

In this article, we will look at 4 types of blog content and the relative effectiveness of each in building audience integrity. It is based on traffic analysis of 422 blog posts published over a two-year span. The goal of the study was to find out what kinds of content drove the most traffic, both short and long term, and which kinds of content have the longest “shelf-life.”

Click here to read more from InvestCloud.

How to Turn Visitors into Clients?

Your website is a primary factor helping prospective clients decide to move forward with your company.  In most cases, they will have spent time on your website before visiting your office. Its not surprising websites are now deemed the new reception area, making your site a far more critical resource.  That is why firms are budgeting more substantial resources, and why there is a heightened concern about getting this right.

Read more from InvestCloud by clicking here.

Are You Old Think?

This short quiz is provided as a measure to determine a) if you are “old think”, and b) to what extreme you are “old think” and c) how you can get help.

Click here to take the quiz from InvestCloud.

Helvetica and the Art of Financial Web Design

The leading designer of advisory and asset management websites in the US, InvestCloud believes each of these design trends will be useful in creating more competitive and engaging sites.  This is more important than ever as it is now the case that prospective clients are more likely to visit your website before they meet you.  Likewise, current clients will likely visit your site many, many more times a year than they will visit your office.

Read more by clicking here.

NEW THINK – InvestCloud’s Weekly Newsletter (Oct 14th)

InvestCloud has just released a new newsletter.

This week’s articles are:

1) InvestCloud Secures $45 Million Growth Equity Investment

2) John Stuart has joined InvestCloud as CMO & EVP of Hybrid Solutions

3) FinTech’s Next Top Influencer – InvestCloud’s CEO, John Wise

4) Are you “Old Think” or “New Think”?

Click here to read more.

InvestCloud Secures $45 Million Growth Equity Investment from FTV Capital

“In a few short years, InvestCloud has positioned itself not only as the leader in advanced platforms for investment managers, but has become the gold standard for user experience, while maintaining the highest level of security. A digital capability was once considered a ‘nice to have’ option; we’ve heard from dozens of financial institutions in FTV’s Global Partner Network that a digital client experience has now become a competitive necessity,” said Richard Garman, managing partner, FTV Capital. “We look forward to supporting John and his experienced team to help accelerate strong company growth.”

Read more: http://investcloudsolutions.blogspot.com/2015/10/investcloud-secures-45-million-growth.html

SEC Announces the 2nd wave of Cyber Security Audits for Investment Advisors and Broker Dealers.

The SEC’s examinations concentrate on 6 audit items;

1.  Governance and Risk Assessment – Oversight of client data that is specific to a firm’s organization and business model and not just an off-the-shelf solution. Since every firm is different, the SEC likes to see firm specific procedures for the firm’s data security practices.

2.   Access Rights and Controls  How is the firm controlling application users and their levels of permission to access client data. For example, should the unregistered receptionist have access to the Order Management System? (The answer is no).

3.   Data Loss Prevention (DLP) – DLP consists of best practices and security tools which reduce the leaking of client data outside an organization’s control. Sending a client account number over non-secure communication like personal email accounts would be considered a high-risk item in a DLP Audit. Enterprise grade DLP systems react to these messages in real-time and prevent restricted data from leaving the firm’s environment by blocking delivery of the data.
4.    Vendor Management – An organization’s cloud application provider(s) should understand and manage security but the advisory firm is required to review and validate these provider’s disaster recovery plan (DRP), encryption standards, and information security policies. InvestCloud’s Chief Architect, Vincent Sos, is a specialist in cloud security and offers advice to RIAs when engaging cloud solution providers; “Ensure that your cloud vendors have regular security tests and can provide you with the results. For key vendors you may want to engage your own security specialists to verify or even “ethically hack” your cloud vendor’s solution.  Your cloud vendor should always be open to assist you in that exercise.

5.  Training – A firm is required to have a program that trains employees to identify threats and protect client information.

6.   Incident Response – There are many types of security incidents that all require a specific set of employee roles and responsibilities. A firm needs to have a plan for who is doing what if there is a breach or loss of client data?