Questions? Call us:1-888-646-0014

Success Story: Prospera Financial Services

GoTo_lg_casestudy_prospera-jpg

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.

Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019. The firm supports Independent Financial Advisors nationwide. For more information about Prospera, visit joinprospera.com.

“I looked at some of the other meeting solutions, and they just don’t have the same feel as GoToMeeting and don’t have some of the features we need since we have such specific use cases.”

 

-Jennifer Teager

Platform Support & Engagement, Prospera Financial Services

Speak to an expert, get more information.

The GoTo brand offers the most validated and trusted software products in the communications and collaboration space. Find out what GoTo can do for you.