Increasing Operational Efficiency
Webinars
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3 reviews with 2 stars
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(Updated: April 23, 2009)
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Webinar had lots of whys (e.g. why you need CRM, why you need paperless), but hardly any hows of operating efficiently (e.g. use this tool, shut down your email program, outsourcing non-critical tasks).
Presenters like SaaS because that's what they know and sell. Didn't express some of the risks of SaaS for financial advisers thoroughly enough in my opinion.
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(Updated: April 23, 2009)
annf218
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Was more sales than how the applications works
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(Updated: April 23, 2009)
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These guys didn't know that Schwab had a web based version of portfolio center?
No mention of WealthCentral - Fidelities $50 million investment in CRM?
No understanding of Google Apps - the most revolutionary development in small firm IT infrastructure?
I'll do your next webinar
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3 results - showing 1 - 3
