Google Apps For Financial Advisors

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Build your network using Google applications, for more information visit http://www.Cesarini.ca

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Google Apps For Financial Advisors

  1. 1. Google Apps for Advisors David Cesarini, BA, FMA December 9, 2009 Cesarini.ca Cesarini.ca
  2. 2. Why Google Apps? <ul><li>More than two million businesses run Google Apps </li></ul><ul><ul><li>Get more done </li></ul></ul><ul><ul><li>Stay in the loop </li></ul></ul><ul><ul><li>Save money </li></ul></ul>
  3. 3. Where to Start? <ul><li>Apps to connect with others </li></ul><ul><li>Apps to stay up to date and organized </li></ul><ul><li>Mobile apps to go </li></ul>
  4. 4. Connect with Others <ul><li>Book client meetings painlessly </li></ul><ul><ul><li>Gmail: fast loading, and easy to find your files </li></ul></ul><ul><ul><li>Calendar: easy to add appointments, get meeting alerts </li></ul></ul>
  5. 5. Stay up to date & organized <ul><li>Watch the markets: News Reader </li></ul><ul><li>Transfer files: Docs </li></ul><ul><li>See all your apps in one place: iGoogle </li></ul>
  6. 7. Mobile Apps <ul><li>Mail, Calendar, and News Reader </li></ul><ul><ul><li>Know when meeting plans change at the last minute, manage bookings on the spot </li></ul></ul><ul><ul><li>Stay available to clients when away from your desk </li></ul></ul><ul><ul><li>Go into offsite meetings informed: get important market updates right away </li></ul></ul>
  7. 8. Google Apps Workshop <ul><li>Want hands-on training? </li></ul><ul><ul><li>See the selection of internet productivity workshops at Workshop.Cesarini.ca </li></ul></ul>

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