Integrating Remote Offices into Your LA Investment Advisor Firm (SlideShare)

Integrating Remote Offices

into Your LA Investment Advisor Firm

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

This article suggests ways

that an LA investment firm

can integrate its remote offices

and ensure a smooth and

unified operation


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VoIP and Video Conferencing


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Technologies such as VoIP

(voice over internet protocol)

and video conferencing


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can strengthen

communications with

customers and between offices


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VoIP allows calls to be sent and

received anywhere within the

company network


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Video conferencing lets

employees communicate

efficiently no matter where

they are located


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Centralized Data Storage


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Data needs to be set up in

one central location so it

can be easily secured,

shared, and backed up


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For most companies,

moving to the cloud will

make it easier to manage

data across a distributed

workforce


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Virtual Private Networks


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Virtual private networks (VPNs)

allow advisors at remote offices

to retrieve information without

needing to be on site


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Any company with satellite

locations should have a VPN

in place:


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they bypass the need for

leasing long-distance lines

and support costs are lower

because it is easily outsourced

to third-party suppliers


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Bottom Line


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Virtual communications,

centralized data storage,

and a VPN offer flexibility

and remote office access

to important data


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Everything from training

new hires, to customer

conferences, to system

upgrades, can be done

more efficiently


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Does your LA investment firm

have remote offices?


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What integration methods

are used to present a united

company front to both

advisors and clients?


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Let us know your thoughts

in the Comments box below


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