Utilizing Technology to Create

Johnce HallPresented By:

Utilizing Technology to Create EfficienciesPresented by:Johnce Hall

NFPSI Technology Solutions

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

AdvisorCompleteHomepage

� NFP Announcements

� Streetscape Alerts� Cash Available� Processing Alerts

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Processing Alerts� Market News� Dashboard Access

CRMCustomer Relationship Management

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Usability | Integration | Implementation

NFP CRM Solutions

Life Insurance

Advisor Services

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Advisor Services

Integration by end of 2011

RedtailCRM Solutions

� Web-based� PDA functionality� Alerts and Reminders� Online calendar & task

management

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Multiple integration possibilities

� Inexpensive – only $65/month

� 30 day free trial

Albridge (PartnerView)Consolidated Reporting

•Web based

•A single view of all accounts

•$150/month fee

•Reporting

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

•Integration through AppLink

•Additional $50/month

•NFP support team

•30 day free trail

Financial Planning Software Comparison

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Financial PlanningMoneyGuidePro

� Comprehensive financial planning

� Easy to use

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Multiple integration points

� Only $995/year� 14 day free trial

eMoney AdvisorFinancial Planning

� Robust financial planning

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

planning� Data

aggregation� Client vault and

website� 30 day free trial

Morningstar Advisor Workstation Research & Analytical Tools

� Web-based client presentations

� Portfolio analysis� Robust Investment

Research

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Research � Hypothetical tools� Goal-based Monte Carlo

software� 14 day free trial

ForefieldMarketing

� Alerts� 1-page topical pieces

Forefield offers FINRA reviewed marketing, sales, education and

client communication software.

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� 1-page topical pieces� Newsletters � Seminars� Web resources� 45 day free trial

Document Storage the Compliant Way

� SEC Rule 17a-4� NFP offers two discounted options…

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Why build a web presence?

� First impression� Younger generation� Mobile� Social media

� Coming soon

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Waiting on tools to help to protect you

NFP OptionsWeb presence

� Designer/developer � Highly customizable, unique

� Comes with a price, less compliance tools

� Local designer/developer, Emerald

Template

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Template� Less expensive, easy to update, compliance tools

� Less choice

� Emerald

� $375 setup, $49.95/month

Best practicesWeb presence

� Navigation� Highlight your expertise� Keep it simple� Give a reason to come back� Move away from Flash

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

� Move away from Flash� SEO – Search Engine Optimization� Analyze traffic – Google Analytics� Review content on a scheduled basis (Quarterly)� Don’t set and FORGET it!

Training ResourcesBusiness Technology Series

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Going Beyond the Traditional CRM – June 16th

Comprehensive Financial Planning w/ eMoney – August 17th

Going Paperless the Compliant Way – October 26th

Who to Contact?

Tech Firm Services is a single team devoted to helping NFP advisors and staff utilize business technology in their

practices.

2011 NFP SCHOOL OF EXCELLENCEINTERNAL USE ONLY. Not for public distribution.

Tech Firm Services800-880-0080 x 6484techfirmservices@nfp.com