Technology
Should we install contact or document management first?
- Details Category: Software
I get this question frequently. It sounds something like, “we want to deploy both a contact management system and a document management system – which one should we do first?”
Assette EasyReports™ Makes Report Customization Easy
- Details Category: Advisor Applications
EasyReports™ from Assette can streamline performance report generation and is easily customizable using a unique interface with Microsoft PowerPoint. Advisors who don't want to completely relinquish control over report generation to third parties will want to take note.
Many of the advisor offices I work with face the challenge of producing and delivering performance reports every quarter. I've seen the process take anywhere between a few days to (in the worst case scenario) a few months. Naturally, advisors seek solutions to streamline the performance reporting process, but they a
Hardware For Protecting Client Data: A Highly Rated And Fun Webinar
- Details Category: Hardware
Advisors who attended last Friday’s webinar on secure hardware generally gave the session very high ratings. And we managed to have some with this very serious topic when we raffled products provided by each of the vendors. Before the session, I wrote down a series of numbers between 1 and 100 and attendees chatted in guesses. (Though I momentarily feared the chat surge might crash the webinar, we averted disaster.)
CRM Possibly Still Misunderstood?
- Details Category: Advisor Applications
The 2009 Financial Planning Software and Technology survey was recently published, and surprisingly, CRM remains an under utilized area for financial practices.
A full quarter of survey respondents counted Microsoft Outlook as their primary CRM solution. A cacophony of voices sound out at hearing that statistic knowing full well Outlook is not a CRM application. While it is (to me as well) the premier Windows-based email client, that is where its functionality ends.
Mac Users Can Convert Outlook PST Files Finally!
- Details Category: Advisor Applications
I have discussed this elsewhere - however - I could not pass on sharing this here as, like myself, the number of Mac users in financial services continue to creep upward. Some industry estimates have it at 3%, which although a small share, adds up to a tidy number of users. Additionally, I have had a number of conversations both at conferences and in email threads with folks who have switched or are assessing a conversion.
One of the biggest obstacles if often Outlook. Not necessarily the email client itself - but the massive email archives contained in what Microsoft dubs the PST file on Wind
