- Advertising Agency
- Band Stand
- Strategic Wealth Advisory Group
- Cyber Cafe
- Tech Spot
- First Responders
- Biz Fit
- Discount Depot
- Employment Agency
- Insurance Agency
- Kiosk
- Library
- Product Department Store
- Store-It
- Moving Pros
- Retirement Center
- Tax Center
- Theater
- Court House
- Town Service Center
- Commercial Brokerage
- Advisory Department Store
- Village Pub
- Generation X, Y, and Who
Tech Spot
“Technology” is not just having a computer or cell phone. The integration of hardware, software, and maintenance is crucial to an advisors ability to capture, service, and retain client relationships. As the financial services business becomes more complicated, the ability for an office to gather client data, integrate it into forms, financial planning software, and portfolio management systems and at the same time provide accurate and timely communication to clients is the difference between a standard practice and a best practice.
The Financial Services Network has extensive experience in the field as well as many members who practice the “best practices” that are preached in the industry. If you have questions about the topics below, please give us a call so we can help you fully realize the potential you might be missing out on.
Hardware: Servers, Infrastructure, Wiring, Desktops, Laptops, Cell phones & PDA’s
Software: Client Relationship Management(CRM), Forms Population Software, Financial Planning, Custodial Interface, Aggregate Reporting Software, Document Imaging or Optical Storage Systems, Modular Planning, Off-site access, Voice Recognition
Maintenance: Disaster Recovery Planning, IT Services.