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The 5P Blog
Autism Awareness Month
Did you know that April 2nd is #WorldAutismAwarenessDay? Autism awareness is important to 5P because many of our team members know or love someone living ...
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Securing Sensitive Client Data: Best Practices for Information Governance
Data is the lifeblood of business, and professional service firms face the critical challenge of safeguarding sensitive client information. Unfortunately, data breaches are all too ...
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Enhancing Cybersecurity for Professional Service Firms: Protecting Client Confidentiality
Professional service firms are entrusted with highly sensitive client data, and because this data often includes confidential financial records, intellectual property, and personal information, it ...
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Maximizing Client Relationships: How Professional Service Firms Can Leverage Salesforce for Enhanced CRM
In today’s fiercely competitive landscape, professional service firms must prioritize client relationships to be successful. Building strong, lasting connections requires a comprehensive understanding of a ...
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Everything You Need to Know About FinApps
Financial Applications: Budget, Save & Achieve Financial Goals What is a financial application (FinApp)? Managing business finances requires a complex, precise, and structured procedure for ...
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Honoring Women’s Contributions
March is Women’s History Month, which honors women’s contributions throughout American history, issued by presidential proclamation in 1980. Women’s History Month encourages reflection on the ...
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