Reviews written by geoffreyz415

7 results - showing 1 - 7  
 
 
geoffreyz415geoffreyz415   September 06, 2012
(Updated: September 06, 2012)
Rating 
 
 
4.0

good but too long. I had to jump off at 2 due to a prior commitment,

geoffreyz415geoffreyz415   April 12, 2012
(Updated: April 12, 2012)
Rating 
 
 
4.0

Interesting. I expected more on the equity compensation side, but this was Ok and covered some good topics.

geoffreyz415geoffreyz415   January 05, 2012
(Updated: January 05, 2012)
Rating 
 
 
4.0

interesting

geoffreyz415geoffreyz415   June 16, 2011
(Updated: June 16, 2011)
Rating 
 
 
3.0

good potential, but could use more development. felt like there was more "fluff" than "meat".

CRM Software
geoffreyz415geoffreyz415   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

geoffreyz415geoffreyz415   November 19, 2009
(Updated: November 19, 2009)
Rating 
 
 
5.0

all good. maybe include a few practical examples (in some detail) of actions firms are taking to comply with the new rules.

geoffreyz415geoffreyz415   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
 
4.0

Interesting. I expected more on the equity compensation side, but this was Ok and covered some good topics.

7 results - showing 1 - 7