In today’s globalized business environment, the need to build strong relationships with partners, suppliers, internal teams, investors and customers is more important than ever. High-quality video conference calls enable you to communicate as effectively as actually being there in person, helping you to build the engaging relationships needed for success in business.
Published By: Salesforce
Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
Finance’s immediate concerns--cash flow, profit margins, customer satisfaction, retention and investor relationships—focus your attention on the finance imperatives—navigating risk effectively and identifying opportunities. Improved cash flow, collaboration and profit are all potential outcomes of wielding your pool cue of portfolio segmentation in just the right way.
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You wouldn’t hold a critical investor call, customer event or shareholder’s meeting in your office bullpen. So why would you host an important virtual event on a platform intended to support small-group collaboration and teamwork?
Frost & Sullivan research shows that two-thirds of companies use web conferencing on a regular basis for project collaboration. We also know that more and more of them are turning to the same solutions to host webinars for critical internal and external events. While web conferencing solutions can be used to support large-group or strategically important meetings, webinar technology is designed specifically for that purpose and will almost always deliver a better experience and a higher return on investment. Webinar tools deliver a wealth of features to help companies gain better insights into attendee sentiment for better investor relations, employee and customer experience, and lead generation and qualification:
• Integrated video draws higher levels of int
In today’s globalized business environment, the need to build strong relationships with partners, suppliers, internal teams, investors and customers is more important than ever. High-quality video conferencing solutions enable you to communicate as effectively as actually being there in person, helping you to build the engaging relationships needed for success in business.
Social media has evolved from a platform designed for personal interaction to a powerful business communications tool. Our latest white paper looks at how social media can benefit your organization and how you can make it work for you.