7 minute read
We had no idea what to do.
We left our planning meeting with the new client and drove back to our offices in near silence.
Normally we leave these meetings with a plan – or at least an idea – in mind.
But this one had us stumped.
The client’s business was providing back office systems and support for independent financial advisors. They made the stock trades happen and provided tools and reports that tracked client portfolio performance, commissions, etc.
The founder and CEO, Robert, had started the firm over 20 years ago. At the time, he was an independent financial advisor himself, and had become frustrated with the robotic nature of typical back office services. Simply executing trade orders and reporting monthly balances was just not enough.
He wanted tools and resources that also would help him build better relationships with…
3 minute read
On Wednesday April 20th, the Inner Harbor was buzzing with Office 365 talk, as Mind Over Machines combined forces with System Source to present Office 365: Way More Than Email!
Ruth’s Chris Steak House Pier 5 was filled to capacity as area CIOs and IT Directors gathered to hear Dustin Sitton, Director of Consulting Services at Mind Over Machines and Deve Ferg, Consultant at System Source, discuss the many cost-saving features that Office 365 has to offer: benefits of migrating to the cloud; how to get your staff trained; cool DIY products that come with the suite like Delve and Sway; and exciting products like Dynamics CRM, Power BI and PowerApps that are lighting up the software development world.
The fastest growing segment of the software development industry, CRM as a development platform has made it possible for us…
2 minute read
MyCorporation wanted to turn their one-time transactions into repeat business.
The Intuit company helped establish small businesses through services that include incorporation, LLC filings, trademark searches and copyright registrations — then they lost them. How to transform one-time users into repeat customers? Design a solution that provides value, is automated and builds brand awareness.
Mind Over Machines developed MyIncGuard, a sophisticated small business compliance engine.
MyIncGuard tracks filing requirements and notifies subscribers of deadlines. Notifications can include messages from MyCorporation, and are MyCorporation branded for ease of brand recognition.
MyCorporation recouped its investment in two quarters and gained a strong renewal rate.
Our solution created a recurring revenue stream and repeated brand exposure for MyCorporation, which reported close to 200% ROI in the first year.