Massachusetts Updated the Homestead Act: Here’s What That Means for Homeowners→

In August 2024, Massachusetts enacted the Affordable Homes Act, which provided $5.1 billion in funding for affordable housing, made it easier for homeowners to create accessory dwelling units (ACUs), and created policies encouraging housing production. The law also included significant updates to the state’s Homestead Act. This change has far-reaching implications for homeowners across the state, offering enhanced protection for their most valuable asset: their homes. Here, we’ll explore what it means to file under the Homestead Act and why it’s such a significant development for Massachusetts homeowners.

Protecting Your Financial Services Firm with DNS Filtering→

Financial services firms handle vast amounts of sensitive data and are prime targets for cybercriminals. To protect themselves and their employees, many firms are turning to domain name system (DNS) filtering as a key component of their cybersecurity strategy.

This article explores how financial services companies can leverage the technique to enhance their security posture.

Design Considerations When Integrating Advanced Technologies in Medical Field Service→

Cutting-edge technologies like AI, IoT, and remote diagnostics are transforming how companies approach field service in the medical device industry. However, there are some important considerations for organizations before they implement these solutions, especially when it comes to designing products themselves.

Financial-Social Innovation: Driving Profits and Social Impact in Global Finance→

In recent years, there has been a growing recognition that financial institutions can play a pivotal role in addressing global challenges while also driving business growth. This shift represents a significant opportunity for firms across the financial services spectrum.

This article explores the rise of social innovation in finance and identifies the best ways firms can make a significant social impact.

Driving Innovation at Your Firm Through Technology Integration and Collaboration→

As with other types of organizations, driving innovation at an investment firm is often a matter of effective collaboration, effective workflows, and strategically placed technology.

Here, we’ll explore how investment firms leverage specific technologies, enhance collaboration, and drive innovation to improve firm performance and deliver superior results for clients.

The Branch’s Role in Developing Long-term Customer and Member Relationships→

As consumers continue to do the bulk of their financial activities online, banks and credit unions are focusing on branch strategies that foster long-term customer relationships, both at the local level and beyond. This is leading banks and credit unions to rethink not only how their branches are designed but also what types of services they have on offer. Here, we explore the branch’s future role in developing long-term customer and member relationships.

How Institutional Investment Firms Can Use Microsoft Copilot→

According to Microsoft’s research, Copilot users were 44% more accurate and 26% faster across all tasks when using the tool. Most users said Copilot reduced the effort needed to complete a task (83%) and made them more productive (86%).

Here, we’ll explore the different ways investment firms can use this solution to automate operations and improve overall strategic decision-making.

AI's Role in B2B Sales and Marketing→

Artificial Intelligence (AI) is transforming the world of B2B marketing, sales, and operations, offering innovative solutions to common challenges. For B2B executives and sales leaders, AI represents an incredible opportunity to not only streamline operations but also to gain a competitive edge. This article explores how AI is reshaping B2B sales and marketing by automating tasks, personalizing buyer experiences, and empowering decision-making.

Developing an ICT Risk Management Framework for Your Financial Firm→

Financial services firms face an increasingly complex regulatory landscape when it comes to operational resilience and security, especially in terms of information and communication technology (ICT) risk management. In this article, we explore the key components of a robust ICT risk management framework for any hedge fund, private equity firm, or similar financial services organization.