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Exari in the News

Don't Let Poor Contract Management Slow Sales

Exari President of the Americas, Terrence Lee, pens a piece for CRM that explains how poor management of sales contracts slows the sales cycle and business growth. Read more to learn more which features to look for in an effective contract management solution.

Exari Announces Benefits of Version 6.3

In January, Boston-based contract management solution provider, Exari, announced the release of version 6.3 of its Intelligent Contract Management Solution, available on-premise or in the cloud. The new release features updated contract authoring, editing, and reporting capabilities that, according to Exari’s leadership, will streamline the contract management lifecycle for its users. Specifically, the new version features Negotiator Ribbon for Word, which allows users to edit incoming and outgoing documents; dynamic clause selection, which enables users to move clauses in and out of contracts; and DocuSIgn eSignature integration for speedy contract execution. Learn more about Version 6.3 here.

What If Your Mutual Fund Is Hacked?

How big of a worry is hacking? Eighty-eight percent of broker-dealers surveyed by the Securities and Exchange Commission and 74% o f registered investment advisers (RIA) say they have been attacked by hackers, according to a new SEC report. So what can you do to protect yourself if your mutual fund, hedge fund or RIA is hacked? “It’s a complex question because it’s your personal information, not necessarily your money, that might get stolen,” said Jamie Wodetzki, Founder and Chief Product Officer at Exari. Click here to learn more.