Case Studies

Citrix-Cambridge Southern Financial Advisors

Cambridge Southern Financial Advisors is a financial planning and wealth management firm based in Atlanta, Georgia. The challenge the company was facing was that it needed to find a way to work more effectively with clients located remotely. To meet this complex challenge, Cambridge Southern Financial Advisors decided to implement Citrix GoToMeeting.

Vendor: Citrix (NYSE: CTXS)

Customer: Cambridge Southern Financial Advisors www.cambridgesouthern.com        
Vertical Markets: Financial Services
State: Georgia

 

Technology Used: Citrix GoToMeeting


Solution: Cambridge Southern Financial Advisors is a financial planning and wealth management firm based in Atlanta, Georgia. In addition to two offices there, they also have an office outside of Salt Lake City, Utah. They are considered one of the best fee-only investment management firms in all of Atlanta.

 

The challenge the company was facing was that it needed to find a way to work more effectively with clients located remotely. While the company usually sets up an initial face-to-face meeting with new clients, it simply isn’t feasible to meet with clients on a regular basis, especially since Cambridge Southern has clients in 15 states. Mailing documents to clients and discussing them over the phone was one option, but was a poor substitute for the more visual and dynamic presentations possible with specialized software like Money Tree and StockOpter Insight.

 

To meet this complex challenge, Cambridge Southern Financial Advisors decided to implement Citrix GoToMeeting. This Web conferencing application was a natural choice since the company had already implemented GoToMyPC, another Citrix program.

 

Cambridge Southern Financial Advisors has been pleased with Citrix GoToMeeting and the many advantages it offers. Now, the company can work with clients located anywhere in the country without worrying about time-consuming and expensive travel. The company’s use of this state-of-the-art, two-way Web conferencing application has allowed Cambridge Southern to separate itself from the competition. Using GoToMeeting, for instance, advisors can use financial projection software to show clients different scenarios in real time. GoToMeeting has also helped the firm build stronger relationships with its clients, which often enhances customer loyalty and helps attract new customers through referrals.

 

Further details: http://www.citrix.com/site/resources/dynamic/customerStory/CSFA_GoToMeeting_cs.pdf




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