Data Security and SOC 2 Certification

Data Security and SOC 2 Certification

Security is more important than ever in a digital age. With all the news headlines of data breaches and privacy controversies, there’s no wonder that people are concerned about the safety of their personal data.   Your CRM vendor handles not only your data, but...
Compliant Marketing Vendors in a Digital Age

Compliant Marketing Vendors in a Digital Age

I remember the dread that came over my team when one of our mortgage clients informed us that they were going through an audit and very soon and needed all marketing communications that had been sent out since they started using our system. Frantically the team pulled...