The Convenience Effect

1. THE CONVENIENCE EFFECT
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2. A FEW EXAMPLES
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3. THE IPAD
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4. THE ENVIRONMENT
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5. CONVENIENT = EFFICIENT*
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6. © Big Brain Works, Inc.
OUR SUBJECTIVE PRECEPTION OF CONVENIENCE
=
OBJECTIVE EFFICIENCIES

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HOW DOES THE CONVENIENCE EFFECT
AFFECT YOUR PRACTICE?

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HOW DOES GRENDEL HELP?

9. MICROSOFT OFFICE - OUTLOOK
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Instant Co-Creation
• No plugins or subscriptions
• Team and client aware
• Bi-directional
• Compliance maintained

10. MICROSOFT OFFICE - ONEDRIVE
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Seamless With File Archive
• No plugins, etc.
• OneDrive Personal and Business
• Maintains native MS policies
• Actively manage documents
• Access through Grendel vs direct

11. TD AMERITRADE INSTITUTIONAL
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Full CRM Integration
• Real-time account data
• Automatic householding
• Trading, cash transfers,
and debit fees

12. DIGITAL SIGNATURES WITH SIGNIX
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Flow From Advisor
• Pick a file
• Pick signers
• Auto-filed after signature
Flow From Command
• Provide file templates
• Monitor signature flows
• Review and audit all documents

13. GRENDEL DESIGNS FOR CONVENIENCE
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14. IF YOUR SOLUTIONS AREN’T CONVENIENT TO YOU
YOU’RE NOT EFFICIENT
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15. COME TALK WITH US
WE’RE IN SAN FRAN TO MAKE IT CONVENIENT
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