One of the best measures of success for wealth management firms is the time spent building and nurturing client relationships. Our research shows that an overwhelming majority of financial service institution (FSI) service professionals, including those in wealth management, agree that building personal relationships with
“Every step toward efficiency is a step toward success.” At Maplytics, we believe that innovation is not a choice but a continuous journey. Businesses thrive when they optimize their resources, streamline operations, and enhance decision-making based on location intelligence using the right tools. That’s where
No matter where you live, being prepared for some form of natural disaster is critical. Whether the skies are blue, gray, or black, utilities have a special role to play in this, as you must be ready to respond at a moment’s notice. Effective emergency
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. We
Accounting for nearly 90% of enterprise data, unstructured data includes documents, videos, images, emails, sensor data, and social media content. Unlike structured data neatly stored in databases, unstructured data is difficult to organize and extract insights from. Yet, it holds the key to unlocking deeper
When deploying solutions in the Microsoft Dynamics 365 Power Apps maker portal from non-production to production, it can often feel like you are navigating a complex maze of configurations, customizations, versions, and dependencies. In this blog, I will break down key steps to simplifying your
The future of field service is being propelled by rapid change. AI and other technologies are advancing, customer expectations are growing, and the field service workforce is evolving. How do you balance all these factors and take your field service from good to great? Success
As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders,
Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must be validated against specific business rules. In this blog, we see how to implement custom validations
What if your AI investments could do more than save a few minutes a day—they could drive measurable revenue growth? At congruentX, we believe AI should be more than a productivity tool. It should be a revenue generator. That’s why we’ve built 40 Copilot use
