Microsoft Technology Improves Enterprise-Wide Collaboration for Financial Services Distributor

Overview

Many NFP firms were operating with different versions of Microsoft Outlook. Others relied on Yahoo!, Google or AOL as their e-mail system, while still others used GroupWise or GoldMine. NFP was determined to reduce the cost of doing business for its firms by lowering overall administrative costs, and centralizing e-mail for the entire enterprise was one very effective way to move toward that goal. The company implemented Microsoft Exchange Servers in its home office and adopted Microsoft Outlook 2007, laying the foundation for providing complete Outlook functionality to financial advisors at all its location.