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WebEx Case Study: Kinetic Securities


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Next Steps:

Firm Qualifies Leads with Online Meetings

Challenge:
Keep clients up to date on latest service offerings and updates to online trading platforms.


Solutions:
Video capabilities enrich  remote client meetings while powerful security helps protect confidential financial information.


Results:

  • Increased number of qualified client leads
  • Gained competitive advantage by improving frequency and quality of client communication
  • Reduced travel costs


Some clients have limited computer knowledge, but after a quick WebEx session, they have the skills and the confidence to trade online.
- Jay Pace, private client advisor, Kinetic Securities