Financial Services

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"Since implementing WebEx, we have increased staff morale in those teams where frequent business travel used to be the norm. WebEx’s technology has freed these teams from being slaves to road, rail and plane giving our employees a choice of when they travel and more control over their time."

Tammie Crockford, Project Manager, Group Development, Aviva

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"I'm not a technical person, and many of our clients as well as the investment team are not technical people. WebEx just works, for us and for the client."

Trish Carroll, Manager of Marketing and Client Communications, Small Cap Team, Brown Advisory


"With WebEx Sales Center, we’re conducting more sales meetings with improved results and are dramatically increasing the quality of our interaction with existing and potential franchises."

William Pierre Clark, Director of Development, Coldwell Banker

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“When we conducted our first virtual class back in 1999, we were able to realize an ROI of $20,000 over the cost of a live training. This year, we increased that amount to $350,000 return on just one of our programs.”

Keith Resseau, Manager of Learning Technology, Fidelity Information Services

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"Financial Engines dramatically reduced travel and venue costs for our live customer roundtable series, by converting over to WebEx Event Center technology. The convenience allows us to reach more clients, and to book impressive guest speakers that are harder to access."

Diane Paul, Director of Marketing Communications, Financial Engines


"WebEx is immediately available to anyone with Internet access. There's nothing to install. And there's virtually no learning curve or training required to join a meeting. It's extremely intuitive. We're a big believer in WebEx and its Web-based meeting capabilities because we've seen it accelerate our sales cycle."

Dan Welbaum, Sr. VP, Sales and Marketing, Fiserv


"WebEx dramatically increased our communications efficiency and effectiveness, and has allowed us to improve communications with our customers, market our services to potential clients and collaborate with our colleagues. We are dedicated to offering state-of-the-art communications services and teaming with WebEx is an integral part of fulfilling this commitment. The WebEx communications network has met and exceeded the stringent security and broad functionality requirements of the financial services industry."

Dan Easley, President, Fugent


"We needed a way to train people very quickly in an environment where we could share applications, and we wanted to eliminate the need to travel. WebEx is so user-friendly, our trainers are extremely confident from the moment they begin teaching, and our students are so thrilled with WebEx, they tell us that they're just so jazzed after using it."

Luba Mitchell, Multimedia Instructional Designer, Full Spectrum Lending

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"Because it provides us with real-time access to our users' desktops, we can resolve support issues in minutes. WebEx is now mission-critical to the success of our business. Since we have installed it, we haven't looked back. We just can't imagine how we worked without it."

Mike Raybone, Head of Operations, Mortgage Brain

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"With only two trainers, the Retail Branch had to train employees in 68 national offices. Under the old way of flying out to the offices and conducting in-person training, it would have taken months. With WebEx, we were able to train everyone in just 3 weeks time! There’s no way it could have happened without WebEx Training Center."

Sandy Kennedy Zachman, Corporate Training Manager, New Century Mortgage

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"Thanks to WebEx, we are able to respond quickly and efficiently to resolve any technical issue, which means that we have been able to offer a better service to our Partners without increasing cost of service delivery. I have no doubt that this has increased our customer satisfaction levels and retention."

Mark Henderson, Assistant Director, Positive Solutions


"WebEx has provided a invaluable support mechanism for sales, training and support. Our sales team can now show potential clients the true power of our award winning online services by actually walking them through the screens online, quickly and easily. Online training for new products has been created using WebEx and we keep those sessions recorded online to allow customers to refer back to them at their leisure. Our support teams can now see what our users see on their desktops to allow the quickest possible resolution to any problems. WebEx has allowed us to save time and money across the business and best of all supports our proposition as a true online business."

Matt Roblin, Infrastructure Support Manager, Selestia

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"By using an appropriate WebEx product, TIAA-CREF Institute has been able to further leverage our cutting-edge research and educational programs by reaching a wider audience than in the past. The use of WebEx technology has provided the Institute with another medium to conveniently communicate with our client audiences, in a manner they greatly appreciate and enjoy. Our successful partnership with WebEx has allowed us to reach key audiences more effectively and efficiently than was previously possible."

Anne Ollen, TIAA-CREF Institute Director of Education


"With WebEx we can now hold meetings, run demos and build relationships with our customers from anywhere in the World at short notice. Our sales teams can "meet" more potential partners and clients than ever before. We are extremely happy with the WebEx service to date."

Andy Bookless, Marketing Consultant, UniRisX
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