The document describes the Cloud Advisor Platform and how it can be used for portfolio management and financial advising. The platform allows users to [1] market services and engage clients virtually through interactive tools, [2] schedule and conduct video conferences to present products and execute applications, and [3] maintain ongoing client relationships through social media and video content. It also discusses how the platform supports automated portfolio monitoring and rebalancing for investment managers.
Beyond the Intranet: Digital Workplace Apps, Solutions n Bots #powell365Kanwal Khipple
Many organizations have already established a powerful Office 365 Intranet, but they haven't answered the question What's next . In this session we will respond to the ever-increasing demand for powerful and integrated solutions that support users' needs across their digital workplace and beyond. Leveraging Office 365 means that you have access to entirely new ways of building solutions faster than ever before. The best part? It's not just IT that can build these great solutions!
Join Kanwal Khipple as he shares real world examples, and best practices for how organizations can deliver more value with integrated solutions built by the business, by IT, or a combination of both. In this session, we will talk about Bots, Microsoft Flow, PowerApps, Microsoft Forms, Integrations, Office 365 development, industry innovation and more!
Let’s take a look at Microsoft’s overall vision for how we help customers unlock communications, teamwork and collaboration with their employees.
Throughout our days, we transition from individual work to group based work (potentially many times in one day) and in doing so, we find ourselves moving from space to space, from individual spaces to collaborative spaces. (talk through spaces and use personal examples to make it real)
Next we need to consider what devices people might be using and these vary depending on the spaces. People on the go will be using their mobile. Other office devices might be a PC, a PC with a peripheral, or an IP desk phone. In collaboration spaces, people will be using all-in-one devices like Surface Hub, other large screen interactive displays like Windows Collaboration Displays, or room systems like Microsoft Teams Rooms.
And while this transition from space-to-space/device-to-device, may seem complex, it is made seamless when you unify all devices on Microsoft Teams.
How To Decide When To Use What In Office 365 - SPTechCon 2015Richard Harbridge
Your users may struggle with these questions: Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange? Should I collaborate on data using an Excel sheet or a SharePoint list? Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site? What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist.
In this session, Join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
Beyond the Intranet: Digital Workplace Apps, Solutions n Bots #powell365Kanwal Khipple
Many organizations have already established a powerful Office 365 Intranet, but they haven't answered the question What's next . In this session we will respond to the ever-increasing demand for powerful and integrated solutions that support users' needs across their digital workplace and beyond. Leveraging Office 365 means that you have access to entirely new ways of building solutions faster than ever before. The best part? It's not just IT that can build these great solutions!
Join Kanwal Khipple as he shares real world examples, and best practices for how organizations can deliver more value with integrated solutions built by the business, by IT, or a combination of both. In this session, we will talk about Bots, Microsoft Flow, PowerApps, Microsoft Forms, Integrations, Office 365 development, industry innovation and more!
Let’s take a look at Microsoft’s overall vision for how we help customers unlock communications, teamwork and collaboration with their employees.
Throughout our days, we transition from individual work to group based work (potentially many times in one day) and in doing so, we find ourselves moving from space to space, from individual spaces to collaborative spaces. (talk through spaces and use personal examples to make it real)
Next we need to consider what devices people might be using and these vary depending on the spaces. People on the go will be using their mobile. Other office devices might be a PC, a PC with a peripheral, or an IP desk phone. In collaboration spaces, people will be using all-in-one devices like Surface Hub, other large screen interactive displays like Windows Collaboration Displays, or room systems like Microsoft Teams Rooms.
And while this transition from space-to-space/device-to-device, may seem complex, it is made seamless when you unify all devices on Microsoft Teams.
How To Decide When To Use What In Office 365 - SPTechCon 2015Richard Harbridge
Your users may struggle with these questions: Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange? Should I collaborate on data using an Excel sheet or a SharePoint list? Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site? What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist.
In this session, Join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
Beyond The Intranet: Digital Workplace Apps, Solutions & BotsRichard Harbridge
Now that your organization has implemented an Office 365 Intranet, what’s next?
In this session we will respond to the ever-increasing demand for powerful and integrated solutions that support users’ needs across their digital workplace and beyond. Leveraging Office 365 means that you have access to entirely new ways of building solutions faster than ever before. The best part? It’s not just IT that can build these great solutions!
What you’ll learn:
Join Richard Harbridge as we explore real world examples and best practices for how organizations can deliver more value with integrated solutions. We will discuss Bots, Power Automate, PowerApps, Microsoft Forms, Integrations, Office 365 development, Industry innovation, and more!
Office 365: why 98% of the Fortune 100 have adopted this technology and what are the benefits. The world works differently today. Adapt or die. Collaborate, communicate, cloud compute.
These slides give a quick overview of the different products that make up Office 365. These slides go with this presentation.
https://www.youtube.com/watch?v=oKXAehmlAPo
Strategy and Planning for Microsoft Teams
Ever wonder about the mechanics of Microsoft Teams? Teams is the doorway to Office 365 with files in SharePoint, but what about the wiki and conversations and OneNote and the chat history? In this session we’ll drill into what gets stored where and drill into the limits of compliance in Microsoft Teams as we roll our sleeves up and get our hands dirty.
Business considerations and tools for creating successful remote work environments. Improve tour company's productivity and profitability by working remotely. Maybe you can even take that vacation you were thinking about...
#ThoughtFarmer + #Office365 - When to Use What #tfsummit 2019Kanwal Khipple
When it comes to Office 365, ThoughtFarmer makes it easy to manage two different scenarios: Those who want to leverage Office 365 and tools like SharePoint, and those who want to migrate away from it. Join us for this informative discussion where Miguel will share their insights on when to combine Office 365 with ThoughtFarmer to maximize employee engagement and productivity, and reduce silos.
Get started with Dialogflow & Contact Center AI on Google CloudDaniel Zivkovic
Google #ConversationalAI expert Lee Boonstra explains how to build Enterprise Chatbots and Telephony (#CcaaS #CallCenter) Agents using #Dialogflow, #CCAI and other #GoogleCloud #Serverless services. Courtesy of #ServerlessTO.
The lecture recording with Q&A is at https://youtu.be/apyr6dgx52Q
Extending Collaboration with SharePoint and Microsoft TeamsChristian Buckley
Webinar presented on July 11th, 2018 for the European SharePoint, Office 365 & Azure Community that walks through the latest updates on SharePoint and Microsoft's messaging around "intelligent communications," and the role of Microsoft Teams alongside existing and future SharePoint infrastructure. Great guidance for people wondering how SharePoint and Teams should coincide.
How To Help Users Decide: When To Use What In Office 365Richard Harbridge
Your users may struggle with these questions:
· Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange?
· Should I collaborate on data using an Excel sheet or a SharePoint list?
· Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site?
What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist. In this session, join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
This presentation provides demonstrations of Watson API Services utilized in various Big Data and Analytic applications and was presented at Penn State's Nittany Watson Challenge Immersion event on January 19-20, 2017.
The anatomy of the perfect collaboration use caseLetsConnect
Build it and they will come? By now, we should all be aware this is not the case…
Social and collaboration platforms need to provide demonstrable value, whether in productivity terms for the individual users, or in business value to the organisations involved. Therefore it is imperative that users know why they and how they should come together to use the platform in a strategic manner, to achieve a defined goal.
Join this session to hear why this means that platform owners and community managers must develop a roadmap of clearly defined and understood ‘use cases’, the factors and challenges that you need to consider, and how best to support the use cases within your deployment and launch strategy.
Turn your website into a thriving advice marketplace and revenue generator wi...AddAlign
Websites are filled with untapped value and revenue potential hidden in existing traffic, subject-matter experts and users.
+Align transforms your site into a whitelabeled advice hub, where experts can list their skills, and get paid per minute for sharing their wisdom.
Knowledge seekers can schedule time with experts that fit their needs, pay per minute and connect over video, calls and chat.
Experts monetize, you get a share of the revenue and everyone grows from the process.
Welcome to the future of work. Welcome to +Align.
PS: Shameless self-endorsement: we are running a limited-time promotion where you get your customization fees back as a full credit!
www.addalign.com
Learn about the new Microsoft Teams Shifts features with Microsoft Graph APIs and Power Automate to build rich Firstline Worker experiences.
Watch the video here https://youtu.be/qQSbTDwrQTE
For more information, visit https://developer.microsoft.com/en-us/microsoft-teams
Teams combines chat & collaboration, meetings & calling, and Apps & Workflows into a single app. This gives your teams the tools they need to collaborate, and it offers an extensible platform for building customized solutions.
On their own, many of the innovations in Teams are fairly simple. But taken together, they are incredibly powerful. I love the way threaded conversations are smart enough to know exactly when to collapse previous replies and focus on the latest comments. I love the way Teams brings SharePoint and Office together into an integrated document collaboration experience.
And I love the way my meetings in Teams are just more productive. Pre-meeting preparation is done in context; post-meeting follow-up includes a meeting recording; and the in-meeting experience helps focus attention, drive engagement, and foster inclusion with features including live captions, background blur and the ability to turn physical whiteboard into digital ink.
Only Teams delivers this hub for teamwork and it is built on the strength and scale of Microsoft 365 to provide the enterprise grade security and compliance our customers expect.
Beyond The Intranet: Digital Workplace Apps, Solutions & BotsRichard Harbridge
Now that your organization has implemented an Office 365 Intranet, what’s next?
In this session we will respond to the ever-increasing demand for powerful and integrated solutions that support users’ needs across their digital workplace and beyond. Leveraging Office 365 means that you have access to entirely new ways of building solutions faster than ever before. The best part? It’s not just IT that can build these great solutions!
What you’ll learn:
Join Richard Harbridge as we explore real world examples and best practices for how organizations can deliver more value with integrated solutions. We will discuss Bots, Power Automate, PowerApps, Microsoft Forms, Integrations, Office 365 development, Industry innovation, and more!
Office 365: why 98% of the Fortune 100 have adopted this technology and what are the benefits. The world works differently today. Adapt or die. Collaborate, communicate, cloud compute.
These slides give a quick overview of the different products that make up Office 365. These slides go with this presentation.
https://www.youtube.com/watch?v=oKXAehmlAPo
Strategy and Planning for Microsoft Teams
Ever wonder about the mechanics of Microsoft Teams? Teams is the doorway to Office 365 with files in SharePoint, but what about the wiki and conversations and OneNote and the chat history? In this session we’ll drill into what gets stored where and drill into the limits of compliance in Microsoft Teams as we roll our sleeves up and get our hands dirty.
Business considerations and tools for creating successful remote work environments. Improve tour company's productivity and profitability by working remotely. Maybe you can even take that vacation you were thinking about...
#ThoughtFarmer + #Office365 - When to Use What #tfsummit 2019Kanwal Khipple
When it comes to Office 365, ThoughtFarmer makes it easy to manage two different scenarios: Those who want to leverage Office 365 and tools like SharePoint, and those who want to migrate away from it. Join us for this informative discussion where Miguel will share their insights on when to combine Office 365 with ThoughtFarmer to maximize employee engagement and productivity, and reduce silos.
Get started with Dialogflow & Contact Center AI on Google CloudDaniel Zivkovic
Google #ConversationalAI expert Lee Boonstra explains how to build Enterprise Chatbots and Telephony (#CcaaS #CallCenter) Agents using #Dialogflow, #CCAI and other #GoogleCloud #Serverless services. Courtesy of #ServerlessTO.
The lecture recording with Q&A is at https://youtu.be/apyr6dgx52Q
Extending Collaboration with SharePoint and Microsoft TeamsChristian Buckley
Webinar presented on July 11th, 2018 for the European SharePoint, Office 365 & Azure Community that walks through the latest updates on SharePoint and Microsoft's messaging around "intelligent communications," and the role of Microsoft Teams alongside existing and future SharePoint infrastructure. Great guidance for people wondering how SharePoint and Teams should coincide.
How To Help Users Decide: When To Use What In Office 365Richard Harbridge
Your users may struggle with these questions:
· Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange?
· Should I collaborate on data using an Excel sheet or a SharePoint list?
· Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site?
What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist. In this session, join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
This presentation provides demonstrations of Watson API Services utilized in various Big Data and Analytic applications and was presented at Penn State's Nittany Watson Challenge Immersion event on January 19-20, 2017.
The anatomy of the perfect collaboration use caseLetsConnect
Build it and they will come? By now, we should all be aware this is not the case…
Social and collaboration platforms need to provide demonstrable value, whether in productivity terms for the individual users, or in business value to the organisations involved. Therefore it is imperative that users know why they and how they should come together to use the platform in a strategic manner, to achieve a defined goal.
Join this session to hear why this means that platform owners and community managers must develop a roadmap of clearly defined and understood ‘use cases’, the factors and challenges that you need to consider, and how best to support the use cases within your deployment and launch strategy.
Turn your website into a thriving advice marketplace and revenue generator wi...AddAlign
Websites are filled with untapped value and revenue potential hidden in existing traffic, subject-matter experts and users.
+Align transforms your site into a whitelabeled advice hub, where experts can list their skills, and get paid per minute for sharing their wisdom.
Knowledge seekers can schedule time with experts that fit their needs, pay per minute and connect over video, calls and chat.
Experts monetize, you get a share of the revenue and everyone grows from the process.
Welcome to the future of work. Welcome to +Align.
PS: Shameless self-endorsement: we are running a limited-time promotion where you get your customization fees back as a full credit!
www.addalign.com
Learn about the new Microsoft Teams Shifts features with Microsoft Graph APIs and Power Automate to build rich Firstline Worker experiences.
Watch the video here https://youtu.be/qQSbTDwrQTE
For more information, visit https://developer.microsoft.com/en-us/microsoft-teams
Teams combines chat & collaboration, meetings & calling, and Apps & Workflows into a single app. This gives your teams the tools they need to collaborate, and it offers an extensible platform for building customized solutions.
On their own, many of the innovations in Teams are fairly simple. But taken together, they are incredibly powerful. I love the way threaded conversations are smart enough to know exactly when to collapse previous replies and focus on the latest comments. I love the way Teams brings SharePoint and Office together into an integrated document collaboration experience.
And I love the way my meetings in Teams are just more productive. Pre-meeting preparation is done in context; post-meeting follow-up includes a meeting recording; and the in-meeting experience helps focus attention, drive engagement, and foster inclusion with features including live captions, background blur and the ability to turn physical whiteboard into digital ink.
Only Teams delivers this hub for teamwork and it is built on the strength and scale of Microsoft 365 to provide the enterprise grade security and compliance our customers expect.
IBM Lotus Sametime - IM for the EnterpriseDvir Reznik
This short presentations provides an overview of IBM Lotus Sametime (instant messaging) solution. The deck covers IBM UC strategy, Lotus Sametime family and roadmap, analyst views, success stories and integration points with existing applications (Lotus Notes, web-portal, Microsoft Outlook/Office/MOSS).
At Ben FZE, we know that time-to-market is critical and therefore, complement the technical aspects of our high-performance products with world-class expertise and exceptional customer service. We work closely with our customers to ensure that the cost and time of development is as low as possible. Because communications networks are so mission critical, our best of the breed solutions that goes into networking equipment live up to high standards of reliability, availability and serviceability."For questions that match your specific needs, access the link below" Our Solutions
Enabling Remote Work With Microsoft Teams, Virtual Desktop, Office Apps and S...David J Rosenthal
Microsoft is here to help you during this challenging time. We think about how we can help in two core ways – one, helping people stay productive, helping your end users stay productive while working from home. Secondly, we help you secure your digital estate and devices.
When we think about helping people stay productive, Microsoft provides organizations with the ability to
Enable people to meet and collaboration from home
Deliver solutions to drive engagement using virtual events and communications
We make productivity applications available on any device
We deliver the best virtual desktop experience so your users can be productive on their desktops or any application remotely
Security is paramount when enabling these end user scenarios. We can help you
Manage identities and secure application access
Secure devices whether they are managed or employee owned
Web Conferencing is an online service that enables businesses to hold live meetings, conferences, presentations and training sessions through the internet.
It is a robust medium of communication enabling seamless connectivity and collaboration with business associates across geographies.
Ray Velez of Razorfish discussed how marketers marketers can more effectively manage the peaks and valleys of marketing campaigns by employing cloud technology at the Razorfish Client Summit in Boston. October 12-14, 2010.
SuiteCRM - The World's Best Open Source CRM.
SuiteCRM is a software fork of the popular customer relationship management (CRM) system SugarCRM. It is a free and open source alternative to paid editions of SugarCRM products, and is based on the last open-source release, but ships with additional modules. It was released on October 21, 2013 as version 7.0, and provides upgrade paths for existing SugarCRM users. SuiteCRM comprises the latest release of SugarCRM Community Edition.
FyNSiS – SuiteCRM services include, SuiteCRM implementation, development & customizations, SuiteCRM Training (online & onsite), SuiteCRM Hosting, SuiteCRM Integration, Asterisk connector.
Whether you are looking to implement SuiteCRM into your own data centre and network or looking for a fully hosted solution, we will implement and ensure SuiteCRM implementation and installation goes as smoothly and efficiently as possible. You made a wise decision and time investment in technology to enable your organization on SuiteCRM Implementation system. Now let our smart specialist enable the system and hit the ground running.
The first in our series of Love Cloud events, launched this Valentine’s Day! The event was hosted at Microsoft Paddington (London). The day consisted of 14 short, sharp focused 15 minute presentations covering topics of most concern and interest to UK cloud resellers and solution providers, interspersed with several networking opportunities throughout the day. Response was exceptional and we are looking forward to the second event taking place on the 18th May 2017.
There are a few key trends that are making business more complex: global value chain, consumerization, information overload and worker mobility.
These complexities are having a dramatic impact on business – slowing key business processes, reducing responsiveness and causing missed opportunities for your customers.
Cisco’s collaboration architecture is designed to help address these challenges. From the ground up, it is constructed to enable boundaryless collaboration – breaking down silos between content formats, individual tools and devices, companies, and ultimately between people working towards a common goal.
Cisco’s portfolio of collaboration applications leverage these services to help companies deliver against top line business imperatives such as saving on travel costs, improving employee productivity, increasing customer intimacy and facilitating innovation.
Together, these layers establish a collaboration core enabling compelling experiences both within and among organizations. As you and your customers think about transitioning to boundaryless collaboration, this is the architecture that will enable it.
Respond-Recover-Reimagine: Building Business ResilienceDavid J Rosenthal
Digital transformation is more
urgent than ever
Even organizations that were farther along in their
digital transformation journey before the pandemic
now need to move more quickly. The imperative isn’t
just to transform, but to improve agility, speed to market,
and stability—to achieve faster return on investment.
1. What is the Cloud Advisor
Platform?
It’s much like the Felix the Cat “Bag of Tricks”. What you need to do your work, is inside it, just look
You may remember “Whenever he gets in a fix, he reaches into his bag of tricks”.
2. Its Everything You Need: VIRTUALLY
Brick and Mortar Cloud Advisor Platform
Marketing Drive to Website to Call or Email. Drive to Website, Schedule Appointments, Ad-
Hoc Video Communication.
Engaging Prospects Share Static Reports and Studies to
reinforce reasons to call or write.
Use Interactive tools to engage, entertain and
educate. Gathering information to personalize
experience.
Convert Prospects to
Clients/Customers
Phone Calls and Emails to encourage
initial consultation.
Website interface provides easy to use
calendar appointment scheduling, for a video
conference meeting.
Fact Finding and
Presentations
Pens, Pencils and Paper. Office Meetings
and Conference Rooms.
Online Forms, Screen Sharing, File Sharing,
Screen Shots, Video Conferencing with
Recording and File Storage in Cloud.
Executing Business Signing Documents, in Triplicate Use Docusign to Sign and Authenticate
Customer Relations Emails and Newsletters Ustream Interviews, Social Media Promotions,
Twitter and Latest Tools for Reinforcing Value
3. What is the Cloud?
A lot of hype but is there any REAL benefits?
4. The Cloud – What is it?
What is the Cloud? The Cloud is a system of interconnected
computers to provide immense elasticity of use. The benefit
is such that as demands of the users increase and decrease,
there is no deterioration of services or quality. It gained
popularity in the business world as Amazon released their
Amazon Web Services. In short, Amazon needed huge
computer capacity to meet the demands of shoppers
during the Holiday season. But then the rest of the year the
capacity was idle, so they made it available to those willing
to use it as remote computers. It allows software developers
to spin up a variety programming applications in formally
only available to local servers to each company.
5. The Cloud – Where is It?
Where is the Cloud? The Cloud is not just a single entity.
There are a large number of Clouds. Amazon has a Cloud
and Microsoft has a Cloud but there are many more
companies that provide cloud solutions. The Cloud Advisor
Platform uses the Microsoft Cloud called Azure. Azure is not
just in Redmond, WA (Microsoft Headquarters), it has servers
all around the world. This is very important to cloud solutions.
Having clouds located in many geographical locations
maintains the quality of services to users located around the
world. So software services can be installed in a single
location and then spun up as needed not just in one
location but in the closest available cloud outlet to the
demand. Meanwhile the services will be decreased in the
other geographical locations.
6. The Cloud – How is it Changing the World?
The Cloud is reminiscent of the earlier generation of the
Mainframe era (back before the PC). Where a very
large computer severed the needs many users
(communicating through terminals). Then PCs changed
the world and intranets (LANs and WANs) changed the
businesses that used them. Then the internet connected
all PCs to a network of servers that initially served up
HTML pages. Now the internet has provided a
connectivity to very large computing power (otherwise
know as a Cloud). The Cloud provides large resources
that can be consumed at-will. Now software developers
can design and build software that is hosted in an
environment with the capacity and power only
available to very large and well funded companies.
Essentially the Cloud provides a fertile ground for bright
ideas unconstrained by financial limitations. The world
gets access to the best not the best funded
Then Now
7. What is Web RTC (Real Time
Communication)?
Video Conferencing Can and Should be Anywhere and Everywhere
The Telephone Conversation is just too Analog
8. What Can you Do with Web
RTC and the Cloud Advisor
Platform?
The Cloud Advisor Platform is integrated with Web
RTC Innovators. Chances are it provides more than
you have doing business in your office
1. One Touch Video Calling
2. Video Conferencing
3. Screen and File Sharing
4. Text Chat
5. Data Channel
6. Recording
7. High Definition Video
8. User Authentication
9. Wide Band Audio
10. Drawing
11. Snap Shot
12. Presence
No Plugins
No Software
No Flash
No Silverlight
Just your HTML 5 compliant
Browser
9. Become More Efficient that
Ever. Use Technology not Lose
To Technology
Technology Solutions have encroached on your Financial or
Investment Management Business. But they doesn’t have
something you do: EXPERIENCE. Let the Cloud Advisor Platform
Empower You to Be Better than You ever Imagined.
Instant Communication
Relationship Creation
Meeting with Surgical Precision
Move from Appointment to Appointment in Seconds
Collaborating with Colleagues with Ease
Ever wondered why Skype, GotoMeeting or
WebEx isn’t used all the time?
They are not Pervasive!
The Cloud Advisor Platform puts Real-Time
Communication everywhere, anytime for
your benefit
10. What type of user are you?
The Cloud Advisory Technology is a communication platform to help you provide sales and
services activities using the internet. Today you drive to potential customers or they drive to
you; expensive and time consuming. However using the cloud to communicate, share
information and execute sales transaction without ever leaving home
11. 3 Use Cases
Financial Service Advisor Investment Management Firm Financial Planning Firm
The primary focus of this user is to
provide consultative services in
order to provide advice and
conduct product sales.
Examples include:
1. Insurance Agent
2. Registered Representative of
a Broker Dealer
This firm specializes in the
management of money. They
provide a variety of
management styles.
Many firms have their assets
brought to them by “asset
gathers”, while other deal
directly with customers who are
typically High Net Worth.
This firm provides detailed intake
analysis and resulting proposals.
The proposals will most likely
include a recommendation for
3rd party money management.
Current business models use
platforms like Envestnet or
Placemark to select money
managers.
Learn More… Learn More… Learn More…
12. 3 Use Cases
Revenue
Producer
•Sale of financial products
Marketing •Promotion of Product Benefits
Business
Activities
•Gather Interest
•Product Presentation
•Complete Application
Revenue
Producer
•Assets Under Management Fees
Marketing
•Promotion of Returns
•Promotion of Risk Management
Business
Activities
•Collect Investor Interest
•Engage in Suitability
•Open Account
Revenue
Producer
•Sale of Financial Products
•Sale of Financial Planning Related
Services
•Collect Assets Under Management
Fees
Marketing
•Promotion of Product Benefits
•Promotion of the Unique, Valued
Added Financial Planning Services
Business
Activities
•Convert and Engage Interest
•Product Presentation
•Complete Application
Financial Service
Advisor
Investment
Management Firm
Financial Planning Firm
13. Using the Cloud Advisor Platform
as your Business Workflow
From the prospective customer to long-term client.
14. Using the Cloud Platform
Market your products and services anywhere on the internet you are licensed.
Web Marketing is highly efficient and cost effective
Provide Engaging and Interactive Pages
Use Custom Tools for Creating Needs and Urgency
Convert Interest to Engagement
Calendar Scheduling for Appointments
Instantaneous Video Conferencing and Screen Sharing
Prepare and Sign Applications Online
Use DocuSign to Perform Online Signing
Use Adobe Forms Central as Application Library for Product Sales (Annuity Applications, etc.)
Maintain Relationships
Use Integration with Facebook and Emailing with links to Embedded Videos and Information
Use Facebook “Likes” to spread the word of your Tools and Products
15. Cloud Marketing
Use Target Marketing like not available with conventional marketing
Real Time feedback on click and page views
Use Social Media
Google Adwords
Microsoft Ad Center
Facebook Advertising
Twitter Advertising
LinkedIn Ads
The key to marketing in the cloud is promoting the tools to engage surfers after they click
16. Cloud Engagement – After The Click
The 3 E’s: Engage, Entertain and Educate
Use User Interfaces and User Experiences to Engage the Visitor
User Gamification to Challenge Visitors with Tests and Games
Use Videos and Video Conferencing
Provide Ustream interviews with live Q&A
The key to Engagement is to show the visitor you have something for them to learn
17. Cloud Conversion
Use Workflow Strategies to take turn a Visitor to a Prospect
Use Wizards and Processes to Collect Information and Schedule
Video Conferences
Provide Various Examples of Satisfied Customers to Help them see
the Finish Line
Video Interviews with Satisfied Customers
Possible Paperwork for Completion
Eliminate All Concerns or Questions that will Cause the Prospect to Halt their
Engagement
The key to Conversion is to remove any apprehension about moving forward
18. Cloud Execution
KISS – Keep It Simple Stupid
Use Adobe Forms Central to Host Account Applications and
Paperwork
Use File Sharing to Assist Customers to Fill Out Paperwork
Use Screen Sharing to provide Disclosures
Use DocuSign to Sign the Documents
Use Video Conferencing to Record the Entire Meeting
The key to Execution is Holding the Client’s Hand, VIRTUALLY
19. Cloud Customer Relations
Stay In Touch
Use Ustream for Scheduled Interviews and
Webinars
Use Facebook to Share Latest
Developments about the Subject Matter
Use Twitter for Real Time Announcements
Drive Customers Back to your Site for
Additional Information
Stay in
Touch
Engage
Convert
Execute
The key to Customer Relations – Wash, Rinse, Repeat
20. Portfolio Management in the Cloud
Making Everything More Simple and Accessible for Investors
21. Portfolio Management in the Cloud
•Develop Securities Universe
•Develop Asset Class Universe
•Develop Portfolio Models
•Monitor Portfolio Models
•Asset Reallocation
•Automated Asset Class Rebalancing
•Proactive Transparency™
•Communicate Portfolio Changes in
Real-Time
•Custody Assets
•Provide Trading API
•Provide Customer
Account API
•Provide Account Billing
for Advisory Fees
•Opening Accounts
•Communication
•Performance Reporting
Investors
Brokerage
Firms
Securities
Portfolio
Managers
22. It’s as Easy as 1 2 3
Shop
Models
Select
Model
Model
Updates
1. Select Portfolio Model
2. Pair the Account to the
Portfolio Model
3. Receive Rebalancing
Notifications and
Portfolio Modification
Notices
23. Selecting a Portfolio Model
1.Determine an Asset
Allocation
2.Sort, Search and
Review Models and
Managers
3.Connect with
Managers with
Questions or Concerns
24. Pairing Account to a Model
1.Determine an Asset
Allocation
2.Select the Model
and Viola => Paired
25. Portfolio Management
Made Simple
1. Asset Allocation
2. Set Guardrails for Rebalancing
3. Select Securities and their
Allocation with the Asset Class
4. Explain the Reason for the
Modification
5. Deploy
6. The Platform takes care of the
Rest
26. Proactive Transparency™
Utilizing the Cloud Advisory Platform provides you
the means to integrate this process into the
portfolio management. Not only does it send
custom emails to clients when portfolio
modifications occur, but it also creates Tweets and
Facebook posts. The beauty of this communication
is that they can be stored in a library for those
evaluating portfolio model managers. I call the
appraisal of the character of the investment
manager as the 3rd dimension of performance.
Character is the only true way to understand the
future behavior of the manager
I encourage you to take a look at what I have
created and how it can help you meet the
changing needs of American retirees. To learn
more, visit http://w3investmentadvisors.com
27. Automated Portfolio Model
Monitoring and Trade
Calculations => Monitoring
1. Automated
Portfolio Monitoring
means Models are
always within
Constraints
28. Automated Portfolio Model
Monitoring and Trade
Calculations => Executions
1. API Integration
means Platform
Access to Account
Positions
2. API Integration
means Access to
Execute Trades
INSTANTLY!
29. If you like what you see, schedule
a demo ASAP. We look forward to
sharing the details with you!
Call me today: Mitch Maynard 818-370-7446