Leveraging Technology

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Leveraging Technology

• Gabriel Cooper
• Senior Technology Liaison

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These presentation materials are the confidential
property of Cambridge Investment Research, Inc.
(Cambridge). Anyone receiving a copy of these
presentation materials is required to immediately
return such materials to Cambridge upon
terminating his or her association with
Cambridge. The information contained in these
presentation materials is confidential and may
not be shared or otherwise distributed to any
person not associated with Cambridge without
prior written consent of the Executive Board of
Cambridge.
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Making Tech Decisions

• Identifying Real Needs
• Cutting Away The Cool
• Considering True Costs
• Focus On Real Solutions
• Being Realistic
• Sticking To It
• Finding Your Tech Evangelist

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The Key - Data Movement

• Transfer Of Location
• Transfer Of Form
• Duplication
• Examine Process Flow
• Batching Vs. On Demand

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Your Tech Evangelist

• Key Staff
• Colleagues
• Family

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Key Tools Techniques
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Logistical Issues

• Imaging / eFiles
• Document Transmission
• Document Population
• Trading Efficacy
• Focuses On Data Movement

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Client Service

• Client Portals
• Consolidated Statements
• Document Vault
• Plan Access
• Conference Rooms / Presentation Tech

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Personal Productivity

• Information Gadgets
• Vocorders, Digital Pens, Tablets
• Depends On Your Style
• Great Tech Evangelist Target!
• True Workflow Implementation
• Advanced Reporting From CRMs

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The Information Revolution

• A Single Suggestion For
• Recognizing The New Media
• Organizing Your Resources

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The Reality Of Convergence
Its Already Here
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The Power Speed Of Blogs

• Free Flow Of Information
• Lower Cost Distribution
• Access To Real Thinkers
• Added Analysis
• Independent Review
• Collection Of Best Material

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Powerful Stuff
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Personal Information Feeds

• The Feed Reader
• Information Aggregation Tools
• Outlook RSS
• Google Reader
• Newsgator
• Ubiquitous Data Streams

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Feed Options