Alison Durant

In the Credit Union Industry, the term SERP gets tossed around a lot—but do you actually know what it is? This clip explains it in plain English: think “the third leg” of executive pay, right alongside base + incentive, and a well-designed SERP plan is built to attract, retain, and motivate top talent. 🎥 Watch the full session: https://lnkd.in/gsvQsN6R Question: What’s the #1 goal for your exec team right now - attraction, retention, or motivation? #CreditUnions #SERP #ExecutiveCompensation #TotalRewards

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Managing trusts with spreadsheets or “patched together” systems can damage client confidence. Growth-minded RIAs are investing in trust-specific platforms that handle compliance, reporting, and scale. Read how tech is powering the next wave of RIA growth: https://hubs.ly/Q03L1KtQ0

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From the #SSNCDeliver2025 Conference Spotlight Stage – insights from SS&C’s clients.​ ​In this clip, Eamonn Greaves connects with Rob Swan, COO and Platform Services Co-Head from Lighthouse Investment Partners, LLC, on why consolidating multiple administrators under SS&C created meaningful efficiency gains—centralizing processes, reducing duplication of work and enabling their team to scale.​ ​Learn how we can can simplify and scale SMA fund administration for your firm: https://lnkd.in/eSsP2PDn

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More and more client-centric #financialprofessionals can now access Bento Engine, and thus scale their personal, timely and impactful advice during "Moments That Matter". If you are affiliated with Cambridge Investment Research, Inc., you can now leverage Bento's #CRM integrations and multi-format content, so that you can adise ✔️ the right contacts, ✔️ on the right topics, ✔️ at the right point in time, ✔️ and in the right way. Because everybody wins when you lead with #advice.

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A modern #CRM should do more than manage contacts. When it supports the entire wealth management lifecycle, from prospecting to performance insights, it becomes a foundation for scalable, sustainable growth. In this blog, Tanya Tygesen, Senior Director of Client Engagement for SS&C Black Diamond Wealth Solutions highlights Black Diamond Engage, a CRM platform that is fully customizable, flexible, and tailored for enterprise growth. Learn more: https://lnkd.in/eXWMXWZP

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When PYMNTS asked Entersekt's co-founder and Chief Strategy Officer, Dewald Nolte, for his word of the year, he was quick to respond: 📢 “Context,” adding “If you’re only looking at your little silo, that’s not good enough anymore.” Hear why context has become so much more than an analytical enhancement—but a competitive necessity—in payments security 👉 https://gag.gl/7S8gJM

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Straight from the customer's mouth 👄 to your eyes 👀. 🤓 Read the case study, get a demo, take a free trial. 🤔 Why not make sure you can test and recover your Veeam Backups? 😀 It's so darn easy. "Cloud IBR’s seamless integration with Wasabi Technologies and Veeam Software has been a game changer for us. Reducing recovery times from 90 hours to less than four ensures we meet our RTO goals and maintain the trust of members. Leveraging Wasabi Object Storage and Cloud IBR’s automated recovery testing also means our backups are ready whenever we need them. And the automated recovery reports make managing compliance and risk a breeze. Cloud IBR gives us peace of mind and a partner we can count on.” — Adam Dailey, IT & Facilities Manager, Boulder Dam Credit Union 'nuff said 🎤. #disasterrecovery #Veeam #baremetalcloud

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