"Everything we do, we do differently than we did 18 months ago. We've reengineered the entire firm to change the client experience," said John Ohmer, CEO of YellowBrickRoad Financial Advisors. "It's made portfolio reporting and financial advising completely different than anything we've ever experienced." What John and his team did was to go boldly to a place where they had not gone before...that place is called the cloud.
Your business's most valuable asset is INFORMATION...most of which belongs to your clients. No big deal right? Wrong! As the information you own grows, it becomes more and more difficult to find what you need, when you need it...but that doesn't have to be the case. Check out this new video to see how forward looking professionals are leveraging the power of new technology in document management. Post written by @DannymJohnson of the NetDocuments Marketing Team
NAPFA National was the first financial services conference we have attended that was not a technology specific conference, so we weren't sure how many advisors would be there looking for technology solutions...turns out, nearly all of them were. After spending the week talking about the cloud and hearing from the source what financial planners want from their technology to serve their clients, here is some of what we learned:
If you're heading out to Orlando next week for the ALA Conference, make sure to come swing by and say hi to the NetDocuments folks at booth #311 . Aside from the normal booth stuff, we'll be giving away an iPad. A number of our partners and customers will be speaking at the conference including Rajiv Mukerji, of Smart Solutions, who is speaking on cloud computing for law firms on Tuesday, May 24th at 12:15 PM. For those of you not attending the conference, you can follow the #ALAConf hashtag and the @NetDocuments Twitter stream for real time updates. Other notable Twitteratti to be sure to follow include @RL_Wood, @MonnicaWofford and @Vic_Maurer.
Investment banking is complex enough, anyone alive in 2008 can attest to that. Now couple that with the difficulty of sharing information in a secure and compliant way across offices and firewalls. That's the situation THiNKGREEN! Global Advisors was looking at before it made its move to the cloud. "We used to have our own server but that was pretty dicey. It was usually reliable until it wasn't. If that went down, everything went to a standstill...Now we know that all of our documents are always available and safe in NetDocuments. Our whole idea was to be entirely in the cloud to eliminate wasted resources which bodes well with our green tech push." - Asmaa Parker, banking associate.
In the past year, NetDocuments' Partner Program has exploded from a small group of consulting firms to a global network of over 90 Partners worldwide. Our Partners range in size from single consultants, offering a best-of-breed document management solution, to full-scale firms with multiple offices and hundreds of employees offering the end to end solution of selling, consulting, implementing and deploying the service.
Quite literally, #ABATECHSHOW is held in the beautiful basement of the Chicago Hilton. I was debating between the words 'basement' and 'bunker', because of the unique marble architecture surrounding the building – giving quite the bunker-feel at times. While feeling very safe from anything in the outside world, the downside, was a near total disconnection and isolation as my AT&T iPhone continued to read "searching…" for most of the event. I had to connect to the "outside" world so I could participate in the silent conversations happening in the room I was sitting in. Yes, Twitter was ABLAZE the entire show, and in all of the sessions. It created a type of unseen energy and current in the session, as the speaker would say something, it was instantly voted on through Twitter, giving the sentiment of the crowd, or at least those of us online.
Thousands of lawyers, accountants, financial advisors and more use NetDocuments everyday to securely manage and share their content from the cloud. Salesforce CRM users are another fast growing constituency among NetDocuments users. In fact, NetDocuments is the most popular all-time document management system among Salesforce users. Since 2006, when NetDocuments first released its AppExchange integration, the rich customizable platform of Salesforce and NetDocuments has allowed the applications to be tightly integrated for all types of customers, including enterprise-level organizations such as Extra Space® Storage, as well as hundreds of financial service advisory, consulting and legal firms.
Extra Space Storage's business revolves around earth-based self storage units, but that doesn't keep it from using the cloud to make its business go. With 2,200 employees spread out at self-storage locations around the country it uses NetDocuments to manage and share all of its documents within Salesforce.com in a simple and user-friendly way. It adds over 5,000 documents a week that are instantly made available to the corporate office in Salt Lake City as well as the majority of employees that are working in their local communities.
NetDocuments has long been integrated with Salesforce.com and thousands of our joint users have leveraged this tight integration to manage all of their client data from one secure place in the cloud.