Skip to content

Category Archives: Cloud Computing

Profit from Electronic Signing

02-Jan-11

A conversation with a client recently led to this discovery: “Everything went great on the call and they wanted a proposal. So, once we hung up we put together an agreement and emailed it over. The client had to head out that day and we haven’t been able to track them down since. That was [...]

Call Scripts & Compliance with Default Field Values

31-Dec-10

I recently did some work with a precious metals company that had some very unique compliance requirements that in part also occur with many financial services firms. The issue relates to disclosures. In a real estate transaction you have lots of disclosures but they are written and reviewed prior to or during the visit to [...]

CloudCamp LA – 2009

30-Sep-09

Live blogging of CloudCamp LA 2009