techleaders presentation march 24-25, 2015 brian benfer, citrix sharefile
TRANSCRIPT
TechLeaders Presentation
March 24-25, 2015
Brian Benfer, Citrix ShareFile
© 2015 Citrix. Confidential.2
Citrix ShareFile allows advisors to:
• Easily and securely exchange sensitive documents with clients
• Meet the unique requirements of the financial regulatory environment
• Offer a best-in-class service for client communication — via email, client portal, at home or on a mobile device — with the control and regulatory compliance demanded by the broker dealer.
© 2015 Citrix. Confidential.3
Technology that supports your compliance
• More than 50,000 paid accounts• 248% growth over the past 12 months• The first cloud-based file sharing and
syncing service to fully support industry record-keeping requirements
Bill Winterberg endorses Citrix ShareFile as a “Best Tech for Advisors.”
© 2015 Citrix. Confidential.4
Key integrations for best-in-class experience
Our public API allows customers to integrate with legacy applications to ease transition for their clients and create custom solutions.
• RedTail Technology• Orion• Advisor Websites• Trumpet• Salesforce• Worldox• Junxure• Smarsh• More in development
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Select
ReportsDirectory of individual PDFs
PublisherUser interface
© 2015 Citrix. Confidential.6
Select
ReportsDirectory of individual PDFs
PublisherUser interface
© 2015 Citrix. Confidential.7
Share
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Share
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“”
“We called other vendors and asked if they were 17a-4 SEC compliant, and none of them knew what we were talking about. ShareFile understood the rule, and so we had a
good feeling from the beginning that they were a vendor that knew the space that they were operating in.”
ShareFile Financial Services Customer
© 2015 Citrix. Confidential.10
“”
“The system itself is very easy to use. We scheduled a 30-minute slot for a demo, and it took maybe
10 minutes overall due to the system being so easy to use and easy to understand.”
ShareFile Financial Services Customer
© 2015 Citrix. Confidential.11
How one broker dealer uses ShareFile to helps clients and maintenance compliance:
• Offers a compliant solution for advisors• Addresses the consumer-cloud problem• Improves administrative efficiencies
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“”
“…Additionally, the posting of documents on a portal system, whereby that portal system allows for the permanent deletion of the document at any time,
makes it extremely difficult or impossible to fulfill our supervisory and SEC record-keeping obligations.”
1st Global Research & Consulting
© 2015 Citrix. Confidential.13
The Citrix vision for helping financial-industry customers
• On-premise and cloud tools• Choose where your data is stored
• Customization • Build into your investor access portal
• Secure mobile work tools • Secure email• Electronic signatures• Citrix tools
• XenDesktop, XenMobile, GoToMeeting, GoToMyPC, GoToWebinar, GoToTraining, GoToAssist
© 2015 Citrix. Confidential.14
New Features
Email body encryption Unlimited storage Check-in/Check-out
© 2015 Citrix. Confidential.15
Time for ShareFile Jeopardy
At T3, this custodian presented a research study concluding that mobile apps and client portals are the top solutions advisors need this upcoming year.
© 2015 Citrix. Confidential.16
Time for ShareFile Jeopardy
At T3, this custodian presented a research study concluding that mobile apps and client portals are the top solutions advisors need this upcoming year.
Who is Schwab?
© 2015 Citrix. Confidential.17
WORK BETTER. LIVE BETTER.