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Compliance Electronic Archiving for a Wealth Management Firm

John O'Connell2023-05-01T16:31:38+00:00

Our customer received a notice from their current email, social media, Microsoft Teams, and website archiving vendor that the vendor required additional Microsoft licensing. Additional licensing would increase costs by 30%.

March 1, 2023By John O'ConnellCase StudyCompliance, Practice Management, Risk Management0 CommentsRead more...

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