Advisors4Advisors

Event 

Category:
Financial Advisor Webinar Series
Title:
A Roundup Of Leading Advisor CRM Systems
Presenter:
Blane Warrene
Neal Quon
Company:
QuonWarrene
QuonWarrene
When:
02/12/10  4:00 PM EST - 12:00 AM EST
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4.0 (74)

Description

Using the right CRM the right way can make a huge difference in your firm.

In this session, technology and operations consultants Blane Warrene and Neal Quon will show you the leading CRM systems and help you compare them.

You'll learn about:

  • Ebix SmartOffice
  • Junxure
  • Redtail Technologies
  • Salesforce
  • Key features to look for
  • Web-based or locally-hosted solutions
  • Startup costs, training, and ongoing license fees
  • An online tool to compare and contrast features

Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.

Quon has more than 10 years experience as a financial advisor and a technology professional. His background includes managing his practice and serving in practice management and consulting roles with some of the top independent broker dealers in the United States. He has also worked with premier industry vendors including Albridge (a part of PNC Bank) and Cash Edge.

 

 

     


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4.0
 
 

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ronbartosh Reviewed by ronbartosh
February 11, 2010

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Last updated: February 11, 2010
 

0 of 0 people found the following review helpful
Handouts/slides were uninspiring. Best slide was the pricing slide.
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3.0
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Webinar Attendee Reviewed by Webinar Attendee
February 11, 2010
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0 of 0 people found the following review helpful
Good details, covered a lot of material in a short time frame
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Webinar Attendee Reviewed by Webinar Attendee
February 11, 2010
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westcoastplanner Reviewed by westcoastplanner
February 11, 2010
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Webinar Attendee Reviewed by Webinar Attendee
February 11, 2010
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