The Rise of the Robo Advisors

How Robo Advisors Can Help Clean Up Oil Spills: The Marriage of AI and Ecologically Conscientious Investment Platforms

Guest Post By Dr. Samar Habib While quantum computing may be some way away from having an evident industrial impact, AI algorithms are already changing the face of…

Fintech through Financial APIs are changing future of money

The Future is Seamless: The Rise of Fintech APIs and the Dawn of Virtual Money

Guest Post By Dr. Samar Habib Imagine a future where applying for a mortgage is as easy as ordering take out on your Yelp app. And in fact,…

Letter to 18-Year-Old Kenneth

Dear 18-year-old Kenneth, I see you sitting in your dorm room pouring over stacks of biology textbooks by the light of your desk lamp in Stone Mountain (20…

Backstop CRM: Identity Search

Have you ever noticed the prevalence of Backstop Party ID field? It virtually lives everywhere in Backstop, from landing pages to URL addresses. Does the Backstop team love…

Backstop User Conference (BUC) 2018

After months of anticipation, Backstop User Conference (BUC) 2018 is finally happening! I’m utterly honored to represent Horsley Bridge Partners at one of the Client Success Showcases. More…

Backstop CRM: Beautify Excel Toolkit (ETK) Reports with VBA

If you have been using Backstop Report Builder and Excel Toolkit (ETK) to extract actionable insight out of the Backstop CRM platform, life ought to be pretty rosy….

Backstop CRM: Contact and Relationship Hacks

Having rolled out Backstop last winter, life has been generally awesome. After an extensive Extract, Transform, and Load (ETL) effort, global end-user training sessions, and an ongoing pruning process, the data…

Backstop CRM: Advanced Report Filtering Hacks

Backstop reports are hugely useful in getting data out in a meaningful way. The Report Builder packs lots of firepower, although the user interface (UI) reminds me of…

ETL Using Python and Pandas

I was working on a CRM deployment and needed to migrate data from the old system to the new one. The 50k rows of dataset had fewer than…

Backstop CRM: Custom Link Recipes

Backstop Custom Links are awesome. With zero coding efforts, you can pass Backstop context (e.g. company name) to websites such as AngelList, LinkedIn, or Google. For instance, you…