Infographic For Financial Services
Some great stats courtesy of Joel Bruckenstein's 2011 Tech Survey and Report
Dreamforce - THE Cloud Computing Event of The Year!
On September 18th, 70,000 people will descend on San Francisco for Salesforce.com's Dreamforce conference. For four days people from around the globe will learn how to better use the leading web based CRM system, and look for other applications and services found in the enormous ecosystem of consultants, apps and independent software vendors, like us. We'll be busy at booth 237 and connecting with our partners, but if you were one of the lucky ones to find a hotel in the city, be sure to stop by – at least for the booth swag!
Q&A With Bill Winterberg on Technology for Financial Advisors
This week I had a good discussion about technology for financial advisors with Bill Winterberg, one of the most technology forward minds in the Financial services market. Before joining the finance world, Bill was a software engineer for Hewlett Packard and this background in technology has allowed him to become a thought leader in the industry. Bill currently writes technology columns for Morningstar Advisor, Advisors4Advisors.com as well as on his own blog called FP Pad. You can also find him doing his thing on Twitter from @BillWinterberg.
Turn Your PC Into A Global Network: Part II for Financial Services
Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.