The cheaper solution is not always the best. Webex costs the most money ($18 / user / month), but they occasionally have sales. Skype / Teams is makes sense if you already use Microsoft 365 (Free). Price / Value: I discovered Zoom because of the cost, and I kept it because of the value ($15 / user / month).There was no discernible difference between the three platforms. These integrations level the playing field and make them easier to use. Webex and Zoom collaborate with the major business players. Skype (by Microsoft) is moving everything to Teams, and it has the most integrations. Integrations: Business owners need integrations with productivity, sales, marketing and financial services.The Zoom chat feature is easy to use during meetings, and attendees can mute themselves and turn off their camera. Webex is recognized as a corporate solution, and several financial advisors use it. Skype is very popular, but you have to know the attendee’s Skype address to invite them. Once they clicked they were connected to the meeting. Ease of Use: The first time I used Zoom for financial advisors I realized how easy it was to use.Here they are: ID Theft 101: Prevention Tips I facilitate webinars and meeting with all of the major services, and I have discovered the good, the bad and the ugly of each. There are several choices, and the correct tool varies from office to office. The best solution meets the needs of the advisor and their client.Ĭonvenience, ease of use, cost and security are all important considerations for virtual meetings. As people around the world have begun to work from home, they are looking to Webex (by Cisco) and Skype and Zoom for financial advisors. Scientifically Speaking hosts webinars on cyber security, LinkedIn and mobile technology every Friday for financial professionals and wealth managers. I’ve been using Zoom for meetings and webinars for more than 3 years.
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