Infographic For Financial Services
Some great stats courtesy of Joel Bruckenstein's 2011 Tech Survey and Report
How do you add 5,000 documents a week into Salesforce?
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.
T3 Conference is Financial Advisor Technology Paradise
Nothing in life is certain, except death, taxes, and the T3 Technology Conference being the the go-to spot for financial services technology. David Drucker and Joel Bruckenstein are the brainchildren behind the T3 conference and will be taking their talents to Weston, FL for the 2011 event being held February 16-19. This is the sixth year that the duo has been running the conference and they are extremely excited to see what new innovations will be discussed during this year's show.
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.