Digitally Speaking

When we decided to launch Plains Vision, we were excited about a forum where we could share our ideas and help more of you take advantage of your relationship with Cambridge.  In our Technology Consulting area, we’re helping rep-advisors through their difficult decisions on what technologies work (and don’t) and which systems integrate best with each other.   More often than not, we’re creating a custom roadmap for you based on your needs, but we’re also hearing similar trends throughout the industry.  In the Partner Support Center, we also spend time working with you one-on-one, but hear the common themes and trends going on with all of you.  What we are hoping to do with our blog posts, and more specifically with our Technology Consultants through Digitally Speaking is address common themes or trends that we’re hearing across the industry, and let you take advantage of the same kind of recommendations our Technology Consultants are making on a one-on-one basis with blogs to the Plains Vision community.

Clean Living

Categories: Digitally Speaking - Tags: , , ,

Many of us receive a daunting number of emails each day. They may come from co-workers, clients, vendors, or even the home office. This inflow of emails can lead to a cluttered email inbox that makes it difficult to sort out what is urgent, what can wait a little bit, and what can be put on the back-burner until you get some time. Fortunately, there are tools that can help you organize those emails in your inbox to help you determine importance, while still being able to focus on day-to-day activities like managing accounts and advising clients. Read more

The Rise of eService?

Categories: Digitally Speaking - Tags: , , ,

Last week I noticed an intriguing idea while browsing activity on LinkedIn®. Michael Kitces, writer of the financial planning blog Nerd’s Eye View, observed that “the latest decade was about consumers learning to trust buying products online, the next decade will be about buying services online.” Read more

Get in Touch with Your Computer

Categories: Digitally Speaking - Tags: , , , , , ,

I’ve been a Windows computer user for years now, first growing accustomed using a mouse with desktop systems, and then using a trackpad as laptops became more convenient. Laptop trackpads are often small, have terrible multi-touch capability, and typically are just not very good. The upside is that they allow the machine to be used where using a mouse would be impractical. I would never have considered a trackpad as the ideal interface method for a PC—until this Christmas when my fellow Cambridge Technology Consultant, Gabriel Cooper, gave me a Logitech T650 wireless touchpad as a gift. Read more