I took a job at Intuit back in June and since then have been working on PortfolioMinder, new software for financial planners that Intuit is coming out with. Our Marketing web site just went live. We are introducing the product at the Financial Planning Association annual meeting in San Diego this week. I’m really looking forward to talking about he product to planners at the convention. The web gives a very good overview of the PortfolioMInder Product.
I’m the customer care manager for PortfolioMinder. I am having a blast being involved in the launch of a new product. Many years ago I was the customer care manager for another brand new product. The company was called Ansa and the product was Paradox. I saw then and I really believe now that the customer care organization can have a big impact on the success of a product.
We’ll be starting the PortfolioMinder Blog and Forum soon. I am looking forward to the learning experience of seeing how a product focused blog works and how blogs and forums can interact. I think that maybe a forum can replace the comment part of blogging. We’ll see.
Marion's Blog 