Thanks go to rileybeebs on Twitter for bringing a simple-yet-effective OCR conversion tool from WiseTREND to my attention.
WiseTREND is an organization that, according to its website:
…provides a set of specific industry-tested Solutions, as well as customizable Software applications for OCR, Document Conversion and Data Capture projects.
I’ve written on FPPad before (Improve Your Paperless Document Searches) about applying OCR to each and every document captured with a scanner. Doing so allows document management and search programs to look inside documents and match keywords entered in a search query.
Adopting intelligent search for documents means no more wasted time digging though seemingly endless trees of subfolders on a company server in an attempt to find one elusive document that ended up being misfiled when it was captured in the first place.
In a press release yesterday, LiveOffice, an email archiving and compliance provider to financial advisors, announced the release of its LiveOffice Social Archive service.
According to the LiveOffice press release, Social Archive is:
the first social media archiving solution to capture and retain content from any public website, including popular social networks, such as LinkedIn and Facebook, as well as blogs.
Now I debate the statement that Social Archive is the first archiving solution (I’ve tweeted and blogged before about Arkovi Backups, Smarsh, SocialWare, and several others). Nevertheless, LiveOffice joins a short list of providers aimed at providing compliance solutions to registered representatives and independent RIAs who want to use social media websites.
In response to several inquiries on yesterday’s post, I’m going to use #FPABizSol as the Twitter hashtag for updates from FPA Business Solutions 2010 next week. That is, unless I’m overruled by a majority of tweets from other attendees using a different hashtag.
Today I put the finishing touches on a CRM presentation prepared for next week’s FPA Business Solutions 2010 conference. I’m appearing along with Laurie Gripshover, a professional coach and consultant to financial services professionals, in a session titled CRM: No Longer a Luxury: A Necessity on Monday morning. Davis Janowski, the technology reporter for InvestmentNews, will be the moderator.
Thanks to everyone who cast a vote in last week’s poll on selecting a new profile image for my blog and select social media sites.
By a 3-vote margin, this is the winning picture:
I eventually want to get around to updating the template used for the FPPad blog design. I’m thinking of selecting some themes from WooThemes. Anyone have any feedback?
But first I need to get through my current work helping clients with technology, writing several columns, and speaking at upcoming conferences.
If you’re a Smarsh user, you undoubtedly noticed that email services aren’t working today. To add insult to injury, when their customer service number is called, the number isn’t working.
I first found out from Google Alerts I set up to monitor Smarsh, an email hosting and archive provider for the financial services industry. I saw this post on Compliance Insights, and then turned to Twitter for more information.
According to @roguebob and @safetyinnumbers, Smarsh is experiencing a severe network outage that has disrupted its website service as well as its VOIP phone system.
Twitter appears to be the best source for updates at the moment, though the lack of network service obviously makes it difficult for the company to update its own Twitter account, @SmarshInc.
I’m seeing two trends emerge in 2010 through the work I perform with wealth management firms.
First, firms want to implement a document management system to efficiently manage the volumes of paperwork and forms generated throughout the financial planning process. Second, advisers want to increase revenue and client service by capturing data on held-away assets through account aggregation software.
I have new photos to use for profile pictures, but I can’t decide which one to select. So I’m asking FPPad readers to submit their vote.
Please submit your vote below by February 19 (if you’re viewing this post in your RSS reader and the poll doesn’t show up, click here to view the full post). Thanks!
Thanks go to rileybeebs on Twitter for bringing a simple-yet-effective OCR conversion tool from WiseTREND to my attention.
Today was the final day of 
