Reviews written by geoffreyz415
7 results - showing 1 - 7
Webinars
4.0 |
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good but too long. I had to jump off at 2 due to a prior commitment,
4.0 |
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Interesting. I expected more on the equity compensation side, but this was Ok and covered some good topics.
Webinars
4.0 |
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interesting
3.0 |
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good potential, but could use more development. felt like there was more "fluff" than "meat".
CRM Software
geoffreyz415
August 25, 2010
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
Powerful CRM tool to handle many needs
Nothing additional to add
5.0 |
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all good. maybe include a few practical examples (in some detail) of actions firms are taking to comply with the new rules.
4.0 |
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Interesting. I expected more on the equity compensation side, but this was Ok and covered some good topics.
7 results - showing 1 - 7
