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RIA Operators

1.2k members • Free

9 contributions to RIA Operators
Contio
Hi! Just curious if anyone's firm has any experience with Contio? Perspective on notetaking capabilities, meeting prep functionality, tasks, integration with tech stack, ease of adoption, and comparison against other AI tools... All insight is appreciated!
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Emails routed to external recipients' spam
We've corrected an SPF record issue and investigated several potential causes, including Yahoo/AOL filtering changes, Microsoft-related redirect links in email signatures, and messages being flagged as spam by our email security platform. Internal delivery issues appear to be resolved, and complaint volume has decreased, but we still occasionally hear from external recipients who aren't receiving emails. We currently monitor reports, follow up on unanswered emails, and help clients whitelist our domain when needed, but that isn't a scalable long-term solution. Has anyone dealt with a similar situation? What strategies, tools, or best practices have helped you identify and resolve intermittent email deliverability issues without requiring users to verify every message?
0 likes • 26d
@Kate Guillen Thank you! I may definitely be emailing you. Is Matt tech consultant?
2 likes • 26d
@Mark Hany Thank you, this is great info. I am going to have our IT team check the DKIM and DMARC reports.
HubSpot Marketing
Hiiii everyone! We are launching our HubSpot integration for marketing campaigns within the next few weeks. We had an implementation partner help map everything from our CRM. Any tips once HubSpot is officially live and launching first email campaigns.
1 like • 28d
This is fantastic, thank you for the insight!
Hatz.ai
Does anyone have any experience with using Hatz. ai versus Claude or Copilot? We are currently using M365 copilot more broadly across our team and a few users utilizing Claude, but our IT department recommended us to look into. And for anyone using Claude, does it synch well with Microsft?
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Claude Group Plan reccs
Does anyone have any recommendations for a group plan for Claude? We haven't introduced to our firm yet, however we would like to start with a smaller group of individuals- approximately 10 users.
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Sami O'Shaughnessy
2
14 points to level up
@sami-oshaughnessy-2938
Technology Operations Specialist

Active 5d ago
Joined Mar 17, 2026
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