Brainshark Ideas Blog

Looking to increase your team’s productivity? You’ve come to the right place!
Browse the Ideas Blog for the latest tips and trends on sales enablement, video and content marketing, training and eLearning, business presentations and more.

Tag: financial services

South Texas Money Management Uses Brainshark to Edge Out Their Competition

Submitted by: Guest Contributor

October 22, 2013 09:39 AM

The article below was submitted by Danny Aleman, CIO, South Texas Money Management.  South Texas Money Management is an investment management firm with locations in San Antonio, Austin, Houston and Dallas. As Chief Information Officer, I manage and oversee our IT department. One of our biggest challenges was finding a solid, dependable platform in which to host our webcast presentations. Prior to Brainshark, we were delivering our presentations using Quick Time and ran into a lot of tec...

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Tags: Brainshark, financial services, external communications, webinar strategy

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Securities America Grows with the Help of Brainshark

Submitted by: Cory Peters , Sr. Specialist - Marketing Design, Securities America, Inc.

September 28, 2011 09:30 AM

Brainshark has been an invaluable tool in supporting my company’s growth efforts. Securities America is an independent Broker/Dealer, and the “product” we sell is ourselves. Our target audience is financial advisors; our goal is recruiting them to utilize us as their Broker/Dealer. Due to the competitive nature of our industry, personal connections with our target audience helps make the sale. With Brainshark, I’ve been able to create customizable follow-up mes...

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Tags: myBrainshark, sales enablement, financial services

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Displaying Compliance Statements with the New Brainshark Release

Submitted by: Irwin Hipsman , Director of Customer Community, Brainshark

September 27, 2011 08:33 AM

At the New York City Customer Success Tour this past June, the topic of hosting compliance statements or disclaimers within a Brainshark presentation was raised. The challenge customers in regulated industries face (i.e. financial services), is how to best display a compliance statement without interrupting the flow of the presentation. We have seen Brainshark presentations with the text on the first slide in small print, and a separate first, second, or last slide. Each company’s Co...

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Tags: financial services, tips and tricks

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Customer Idea - Periodic Content Review

Submitted by: Scott Craig , Sr. Training Analyst, Principal Funds Distributor, Inc.

September 09, 2011 10:11 AM

One of the challenges for educators is to keep content relevant, for as soon as we create it, the content starts to become stale.  This is especially true in any industry that is heavily regulated, such as mine: finance.  If you have rules or policies, internal or external, driving you to maintain the relevance of your content, keeping it relevant isn’t only a matter of a best practice, but may be one of compliance as well.  Luckily, Brainshark’s ‘Security&rsq...

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Tags: financial services, tips and tricks

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30 Ways to Use Brainshark

Submitted by: Gerry Praysman , Product Marketing Manager, Brainshark

May 26, 2011 03:47 PM

One thing we’ve been repeatedly noticing here at Brainshark is that many of our customers constantly find more and more ways to use the product after they purchase. Since we have customers in a handful of different verticals, we’ve aggregated thirty popular use cases in video marketing, sales, corporate training, customer service, and HR/corporate communications to give you some ideas on how to get the most out of Brainshark. At the very least, you’ll get some ideas on how to ...

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Tags: financial services, healthcare, sales enablement, tips and tricks

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