UNAPEN NEWSLETTER
Jan/Feb 2023

UNAPEN &
MS Dynamics 365 CRM
UNAPEN Can Help Your Firm Get the Most from CRM
Whether you're just considering a move to cloud-based CRM for the first time or have outgrown your current CRM and looking to upgrade, let UNAPEN provide you with a demo to find out what you're missing. Our Microsoft Gold Certified Dynamics professionals will show you how digital transformation to Dynamics will give your firm a competitive edge.

For those businesses that have already made the move to Dynamics 365 CRM, UNAPEN can help you customize your CRM for your industry:
  • to accommodate external data sources,
  • synchronize data across key systems,
  • reduce workloads with custom workflows,
  • and provide valuable insight into your business with Power BI dashboards.

Asset and Wealth management firms using MS Dynamics-based CRM solutions like SS&C Salentica and Tamarac CRM can get the benefit of fast turnaround on complex customizations and enhancements from the team at UNAPEN, specialists in Financial Services solutions for over 30 years.

Watch On Demand

Latest Trends Impacting FX, Commodities, Equities, Fixed Income & Banking Sectors

Choose from 17 Sessions Over 2 Days!
Watch the event on demand to learn about latest trends impacting international markets. The LSEG Trading & Banking Summit is a conference that brings together the entire Financial Market ecosystem from across the globe.

Join us to learn about latest trends impacting international markets with experts from FX, Commodities, Equities, Fixed Income and Banking sectors.

Being prepared for the next big things in the industry requires a forward-looking view of where the markets are going and the issues you’ll be facing.

CYBERSECURITY

Do I Need Security Software?

The February 2023 SANS OUCH! CyberSecurity Newsletter provides guidance and insight on thwarting Cyber Crime.
Most of today’s computers and devices have numerous security features already built into them, such as automatic-updating, firewalls, disk encryption, and file protection.

In many ways today’s systems by default are much more secure. In fact, YOU are most likely now the greatest weakness. This is why cyber attackers continually target people, attempting to trick you into doing things you should not do, such as give up your passwords, click on links, or open email attachments that install malware on your computers or share your credit card information.

What You’ll Learn & Key Findings:
  • Which tools should I consider - Password Manager, VPN, Security Suites?
  • What additional steps will help secure my systems?
  • How do I select a security vendor?

Need more advice? Contact the ITComplete Team at UNAPEN,


Solution
Spotlight
Pricing, Reference Data & Derived Analytics Solutions
for Today's SS&C Axys & APX Firms,

"Reliable Data, Affordable Pricing, Responsive
& Knowledgeable Support Team!"
"Two factors - Our confidence in the data and the affordability of the PriceFusion/DataScope Select solution - have allowed us to move from monthly to daily downloading of prices and indices.

Compared to other solution providers, the staff on their support team is responsive, knowledgeable and friendly. UNAPEN’s willingness to put the customer first was evidenced during our install and their team‘s approach to issue resolution is consistent and reliable.

Our due diligence convinced us that PriceFusion was a great alternative and ultimate replacement for our data provider, but favorable customer feedback greatly influenced the final decision. 

Potential clients should also look at the UNAPEN website where they share their mission statement, accomplishments and goals."

- Performance Analyst, Gofen and Glossberg, LLC

Microsoft Teams &
Microsoft Power Platform

With Microsoft Teams and Microsoft Power Platform, organizations can quickly adapt business processes and help their workers collaborate more efficiently than ever before.
Integrating custom apps, automations and data visualization tools leads to more streamlined processes and structures for today’s modern businesses.

Using Microsoft Power Platform solutions within Microsoft Teams enables organizations to increase employee engagement and productivity, unlock organizational agility, and improve insights to influence decision making.

Quickly discover and collaborate on insights into your data.
Use Power BI to discover actionable insights in your data and make data-driven decisions by sharing and collaborating everyday using Teams.


In this issue, since Cyber Security is a UNAPEN specialty,
we're quizzing you on key things you should know:

What is the difference between Malware and Ransomware?


What is the difference between Phishing, Smishing and Vishing?


What is a Dictionary Attack?


What are the 4 principles of Cyber Security?


What are the 7 layers of Cyber Security?


BONUS QUESTION:

How long has UNAPEN been providing Custom Software and IT/Cyber Security/Disaster Recovery solutions to Financial Services, Non-Profit, Education, Legal, and other industries?
EMAIL: INFO@UNAPEN.COM
PHONE: 203-269-6111