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Illinois
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Pain Points
Distributing training on new financial products to remote advisors, facilitating town halls between executives and field offices, maintaining security of client data.
Pain Point Solutions
Financial advisor training platform with compliance tracking, secure town hall broadcast system, compliant client data presentation technology.
Outreach Strategy
Direct outreach to Corporate Strategy team highlighting cultural consistency. IT Unified Communications outreach focused on training effectiveness.
Insights & Recommendations
Highlight engagement and compliance: better AV means more engaging virtual trainings for advisors and secure recordings for compliance.
Decision Makers
IT Unified Communications, Corporate Strategy, Financial Advisor Development.
Budget Considerations
Considerable budgets but high expectations for security, quality, and advisor productivity impact.
Key Differentiators
Financial services company with large campus and numerous advisers requiring training and communications.
Competitor Information
AVI Systems, CTI, Diversified.
Notes
Expanding wealth management services; excellent timing for enhanced advisor training technology.
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