Top Ten Technologies for Financial Planning Firms

Friedman, Gregory H.
July 2004
Journal of Financial Planning;Jul2004, Vol. 17 Issue 7, p32
Academic Journal
This article offers ten technologies for financial planning firms that have had the most impact on the success of firms in increasing order of importance. The voice-over-Internet Protocol (VOIP) phone system is allegedly one of the technologies that have been adopted because the phone system had become seriously outdated. The VOIP phone system is computer- and network-based. Advantages from using such a system include a number of features to control calls, like basic features such as hold, conference calls, and transfers, integrated voice messaging, wherein voice mail comes in as electronic mail and can be saved, forwarded to others and more. Also, use of such a system can view and create reports for call history, including source of calls, duration, and waiting times, integrates with MS Outlook for easy dialing and call identification, easier to view who is on the phone, as well as whom they are speaking to, and for how long, and can be integrated with contact management systems. Another technology for such firms are collaboration tools that allow one to present material via one's computer to a client while at the same time talking on the phone. One's client sees one's computer desktop while at home working on their computer by connecting over the Internet.


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