GEN102 Week 2 Discussion 1
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School
Ashford University *
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Course
102
Subject
Information Systems
Date
Feb 20, 2024
Type
docx
Pages
1
Uploaded by ProfGalaxy14886
Hello Class,
I have selected Personal Financial Advisor and here is the link;
13-2052.00 - Personal Financial Advisors (onetonline.org)
Links to an external site.
. The three top technology skills that are required for this occupation are Data Base user interface and query software, customer relationship management software and financial analysis software. The “Hot Technology” is withing the data base user interface and one of the flames is Microsoft Access.
This data base user interface gives us access to SharePoint which has
all Microsoft platforms available for use. Not only does it have all platforms, it is a location that everyone in our Branch can view, edit, add and delete files. This is a something that creates efficiency in the our Branch as anyone
can access the needed documents when they need it. This also allows for collaboration amongst the Branch as we can all go in and make our own edits as needed to documents.
Then we have our customer relationship management (CRM) software that allows us to keep all client information in a location that we can
all access. We can see all financial information, what their Risk Tolerance is and so much more. The other great thing with CRM is that we can use a Structured Query Language (SQL) to group specific clients together when needed. For example, if I wanted to see all clients that will be turning 63 this year, I can create a list and review each client.
Lastly, is our financial analysis software and this helps us to fully understand their financial picture. With this tool we add in all assets, liabilities and monthly spending. Then we can review this to see if they are on pace to hit their financial and retirement goals. The best part of this tool is when we see a surplus and then we get to get to help clients achieve their goals. These goals are sometimes a huge family trip, financing college for grandkids, being able to donate to charity and so much more. We get to learn their priorities and dreams and then help them come true.
Now, with all of these technology tools we have at our finger tips I believe I have come a long way in learning them all. I started using these specific tools just over a year ago and I have been able to show my peers a few new things. With that being said, our tools are always changing and growing. I continue to do trainings and be open minded to changes that come down. I feel that I roll with the punches fairly well and will continue to grow with the company.
Thanks for reading!
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