Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...

Unveiled in 1996 by InSoft Inc., CoolTalk was a multimedia software tool that let PC users view data displayed on a shared whiteboard, exchange real-time messages via a chat tool or speak with each other via a TCP/IP voice connection. The product worked with Microsoft Sound System-compatible audio boards and was available in a 14.4-kbit/s version or 28.8-kbit/s version. CoolTalk was later packaged with popular Web browsers of the time.[20] CoolTalk 14.4 and 28.8 sold for $49.95 and $69.95, respectively, in 1996.[11][21]
Presentation of visual materials most often is accomplished through one of two primary methodologies. The web conferencing software may show participants an image of the presenter's computer screen (or desktop). Again, depending upon the product, the software may show the entire visible desktop area or may allow selection of a physical area or application running on the presenter's computer. The second method relies on an upload and conversion process (most commonly consisting of Microsoft PowerPoint files, other Microsoft Office electronic documents, or Adobe PDF documents).
In April 1999, Vstream introduced the Netcall product for web conferencing as "a fee-based Internet software utility that lets you send business presentations and other graphic information via e-mail to a Vstream server. Vstream converts the content, again using streaming technology, and makes the presentation available for viewing by up to 1,200 people at a time."[28] Vstream changed the company name to Evoke Communications in 2000, with a further change to Raindance Communications in 2002. In February 2006, Raindance was acquired by the InterCall division of West Corporation.
So instead of meeting with prospects one-on-one, and making dozens of presentations, a better option is to schedule a Webinar for each Wednesday night for example. Just invite your prospects and tell your team members to invite their prospects to the Webinar too. This way,  you, as the best presenter gives the best live presentation, and answers questions. Then each person takes over, and talks to their own prospects and directs them to their web sites to sign them up or make the sale. It’s been done for years, and some of the top recruiters benefit greatly from online Webinars.
Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...
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