(Bill’s note: I brought just my iPad and Apple wireless keyboard to T3 and it’s proving to be a very flexible setup for blogging from the event. I’m being pulled in many directions, so I’ll blog when I have a few moments. Here’s the first in my series for T3.)
T3 2011 opened today with pre-conference sessions where vendors and technology companies demonstrated their products. Most vendors used the opportunity to demonstrate their products, talk about what’s new, and answer questions from the audience.
I first attended a split session with Junxure and Redtail CRM. Here are my notes from Junxure’s portion.
Robert DeFrancis, Director of Client Services and Sales for Junxure presented. Since Junxure is installed locally on most advisers’ servers (though it certainly could be installed on a virtual server), DeFrancis stressed the speed of desktop CRM. He pointed out that waiting 10 seconds for an online CRM’s screen to refresh could cost advisers up to 25 minutes a day in lost productivity.
He demonstrated both Junxure Mobile and ClientView Live, pointing out the Mobile runs well on iPads (roughly 10-15% of session attendees have iPads) My opinion is yes, Mobile runs well on iPad, but I find many screens are very overwhelming with a lot of data (e.g. the Junxure action screens).
Documents linked in Junxure can be viewed on iPads, but Junxure Mobile doesn’t export PDFs to iBooks or other apps. Orion updated their iPad app to do this, and I’d like to see Junxure do something similar.
Generally, I found Client View appealing and Junxure has taken care to design an attractive home page once clients log in. But one drawback is that Client View doesn’t yet support embedded video (e.g. YouTube or Vimeo) on the client home page. For advisers using more and more video in their practice, this is a nice value-add.
More notes like this will come over the course of the conference, so please check back at FPPad for more updates.
We’re taking today off (psst: it’s Bill’s birthday!), but before we go, here are this week’s stories of interest in financial planning technology:
The mega-storm that blew across the Central and Eastern United States glazed the streets of Dallas with ice, so we’ve been juggling our schedule this week with primary care responsibilities for our two-year-old son.
