Going Paperless 2.0

Joanne Day
11/13/09 4 PM EST
3.0
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Taking your firm’s procedures online can improve efficiency and client service. Yet many firms struggle in going paperless because they do it piecemeal instead of embracing a systematic process. In this webinar, Jo Day, managing partner of Trumpet Inc., will teach you the right way to integrate your firm’s documents, workflow processes, and software platforms. You’ll learn to:

  • Retrieve information based on how you naturally think and your role in the firm
  • Achieve filing nirvana—speed and consistency
  • Transform your client-meeting experience
  • Cut quarterly report preparation time from days to hours

At Trumpet Inc., Day oversees a team of workflow designers who dramatically increase productivity for financial advisory practices throughout the country.

 

     

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85 reviews

 
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3.0  (85)
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(Updated: November 12, 2009)
Rating 
 
 
4.0

Provide an example of the management flow for a specific firm, benefits of such.

Time and cost saving, value for mangemnt and compliance protections did not seem to be discussed.

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(Updated: November 12, 2009)
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4.0

excellent presentation; very timely and useful discussion of how to manage documents professionally. it is most useful for a multi-discipline professional firm, and it's probably more advanced than what i need for a single practicioner.

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(Updated: November 12, 2009)
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3.0

We are likely too small to utilize this at this time - we are still using Outlook so we do not even have a CRM at this time. We really would need to take that first step before this would make sense. She did a terrific job though - we need to move in that direction!!! Thanks...

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(Updated: November 12, 2009)
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2.0

Very sale oriented - did not provide anything one could do without buying a service - clearly a sales hype presentation

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(Updated: November 12, 2009)
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4.0

Very informative

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