Financial Services

Download the free Adobe® Reader® to read PDF's


VIEW CASE STUDY

"I'm not a technical person, and many of our clients as well as the investment team are not technical people. WebEx just works, for us and for the client."

Trish Carroll, Manager of Marketing and Client Communications, Small Cap Team, Brown Advisory

VIEW CASE STUDY

“When we conducted our first virtual class back in 1999, we were able to realize an ROI of $20,000 over the cost of a live training. This year, we increased that amount to $350,000 return on just one of our programs.”

Keith Resseau, Manager of Learning Technology, Fidelity Information Services

VIEW CASE STUDY

"Financial Engines dramatically reduced travel and venue costs for our live customer roundtable series, by converting over to WebEx Event Center technology. The convenience allows us to reach more clients, and to book impressive guest speakers that are harder to access."

Diane Paul, Director of Marketing Communications, Financial Engines


"WebEx is immediately available to anyone with Internet access. There's nothing to install. And there's virtually no learning curve or training required to join a meeting. It's extremely intuitive. We're a big believer in WebEx and its Web-based meeting capabilities because we've seen it accelerate our sales cycle."

Dan Welbaum, Sr. VP, Sales and Marketing, Fiserv


"WebEx dramatically increased our communications efficiency and effectiveness, and has allowed us to improve communications with our customers, market our services to potential clients and collaborate with our colleagues. We are dedicated to offering state-of-the-art communications services and teaming with WebEx is an integral part of fulfilling this commitment. The WebEx communications network has met and exceeded the stringent security and broad functionality requirements of the financial services industry."

Dan Easley, President, Fugent


"We needed a way to train people very quickly in an environment where we could share applications, and we wanted to eliminate the need to travel. WebEx is so user-friendly, our trainers are extremely confident from the moment they begin teaching, and our students are so thrilled with WebEx, they tell us that they're just so jazzed after using it."

Luba Mitchell, Multimedia Instructional Designer, Full Spectrum Lending

VIEW CASE STUDY

"With only two trainers, the Retail Branch had to train employees in 68 national offices. Under the old way of flying out to the offices and conducting in-person training, it would have taken months. With WebEx, we were able to train everyone in just 3 weeks time! There’s no way it could have happened without WebEx Training Center."

Sandy Kennedy Zachman, Corporate Training Manager, New Century Mortgage

VIEW CASE STUDY

"By using an appropriate WebEx product, TIAA-CREF Institute has been able to further leverage our cutting-edge research and educational programs by reaching a wider audience than in the past. The use of WebEx technology has provided the Institute with another medium to conveniently communicate with our client audiences, in a manner they greatly appreciate and enjoy. Our successful partnership with WebEx has allowed us to reach key audiences more effectively and efficiently than was previously possible."

Anne Ollen, TIAA-CREF Institute Director of Education
grey boxFinancial Services