Optimizing Your Practice Through Workflow Automation w/ Jo Day

One of the challenges financial planning firms have when implementing technology solutions is finding someone in their area who understands both technology and the unique needs of a financial planning firm. Trumpet Inc. is uniquely qualified to help financial planning firms implement technology improvements to their business by virtue of our combined expertise and our groundbreaking service model. About Our Guest Dr. Joanne Day is Trumpet, Inc.'s lead developer and trainer. Joanne’s experience working as a staff planner convinced her that many processes performed in a financial planning firm could be improved through the use of technology. Her prior work experience designing communication systems for businesses, coupled with her insider’s perspective of how financial planning firms operate, give Jo a unique insight into creating and streamlining workflow. Jo holds a Master’s degree in Communication from the University of Florida. Trumpet provides leading edge technology exclusively for financial advisors. Specific areas of expertise are workflow automation (to include automating the quarterly reporting process, comprehensive document management and software integration. Jo is also a TCI member.