Success Story: Prospera Financial Services
With a large, distributed client base of over 130 financial advisors (FAs) and a staff across 23 states, Jennifer Teager, who leads platform support and engagement for Prospera, has a considerable responsibility on her shoulders. She needs to ensure that all of these clients and their support staff are sufficiently trained on their internal software (called “COREngine”), which is their CRM and practice management tool built on Salesforce.com. She’s also charged with supporting them from a one-on-one consulting standpoint. When onsite training in the client’s location quickly proved to be too costly, Prospera needed an alternative solution.
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